Create a contract template from an existing template

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

    • Create a new contract template from an existing template if you need only a small variation in the content of an existing template.

    Antes de Iniciar

    Role required: sn_cm_core.contract_config

    Procedimento

    1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
    2. Open the contract template from the list.
    3. Select Create Revision.

      Select the option Copy when you are creating template in Default View.

      A template revision is created with the data related to participants, imported clauses, and template mappings.
    4. Opcional: Import clauses and template field mappings from a Microsoft Word document with content controls.
      For more information, see Add content controls in a Microsoft Word document.
      1. In the Document field, select Update.
      2. Select Choose file.
      3. Choose a file and select Ok.
      4. Select Parse document
        • The document is parsed.
        • The metadata that was already present is retained.
        • The metadata that was present earlier but not found in the recent parsing is deleted.
        • The metadata that is new is added.
        • The clause tags that were already present are retained.
        • The clauses that were present earlier but not found in the recent parsing are deleted.
        • The clause tags that are new are added.
      A new file is uploaded to the contract template.

    O que Fazer Depois