Create a contract template to contain content controls

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Create a contract template using the Microsoft Word add-in for ServiceNow Contracts to which you can then add content controls.

    Antes de Iniciar

    Verify that the application scope is set to Global by selecting the Application scope icon (Application scope icon) in the header of your homepage.

    If you’re creating a contract template for a non-task table, verify that the non-task table is added in the extension script. For more information, see Configure non-task tables for contract templates.

    Role required: sn_cm_core.contract_config

    Procedimento

    1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
    2. Select New.
      Figura 1. Contract template form
      New contract template form
    3. On the form, fill in the fields.
      Tabela 1. Word Template New Record form
      Field Description
      Name Unique name for the contract template.
      Table Table to which you want to associate the contract template.
      Nota:
      The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve reusability across product lines. You can choose to configure the template on a different table.
      Category Document category to which you want to associate the contract template.
      Document Upload a Microsoft Word document of type .docx. This document will be replaced with an updated version containing content controls for metadata, signatory, and clauses using Microsoft Word add-in for ServiceNow Contracts.
      State The initial state is automatically set to Draft.
      Application Application to which the contract template belongs.

      This field is automatically set to the application scope in which you’re creating the contract template.
      Active Option to make the template active and available for use.
      Signature blocks Option to disable signature blocks in the contract template.
      Nota:
      The check box is selected by default to enable the signature block configuration for a contract template.
      When this option is selected:
      • You can’t upload a participant-based template.
      • The Participants related list isn’t available.

      For more information, see Add and configure signature blocks using Microsoft Word add-in for ServiceNow Contracts.
      Start date Date on which the Word document template becomes valid. Providing a start date helps when maintaining multiple versions of same template.
      End date

      Date until which the Word document template is valid. Providing an end date helps when maintaining multiple versions of same template.

      If the values in the Start date and End date fields are empty the template will be always valid.

      Nota:

      If you specify an end date, you must also specify a start date.
    4. In the Contract Type field, select only one category of the contract type.
      For example, if you’re creating a template for a non-disclosure agreement, select Non Disclosure Agreement as the contract type.
      Nota:
      Only active contract types are displayed in the list.
    5. Select Save.

    Resultado

    The contract template is saved in the Draft state.

    O que Fazer Depois

    Add document content controls using Microsoft Word add-in for ServiceNow Contracts