Add document content controls using Microsoft Word add-in for ServiceNow Contracts
Add content controls using the Microsoft Word add-in for ServiceNow Contracts. Content controls act as placeholders in contract templates.
The Microsoft Word add-in for ServiceNow Contracts enables you to add content controls for metadata, signatories, clauses, and table into the contract document from the following tabs.
- Metadata: View and add metadata for fields, variable, and variable sets to pre-fill the information in the contract document.
- Signatory: View and add signatories to add their signatures in the contract document.
- Clauses: View and add clause and clause variations to a contract document.
- Table: Determine the data that will be added from a data source table in your ServiceNow instance to a table in a contract document
Figura 1. Contract template components in Microsoft Word add-in
You can also switch application scope and log out using the following options:
- Switch scope icon: Use the switch scope icon (
) to set the correct scope to enable editing of the contract template. This icon is active when you select a contract template for editing and also have an admin role.
- Logout icon: Use Logout icon (
) to log out from Microsoft Word add-in for ServiceNow Contracts.
Nota:If you are directed to platform page instead of Word Add-in page when you re-login, follow the steps mentioned in this KB article to resolve the issue.