Create a legal contract template in Microsoft Word format that can be used to generate a standard contract with predefined content when an employee submits a contract request.
Vorbereitungen
Role required: sn_lg_contracts.contracts_config
Prozedur
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Navigate to .
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Select New.
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Select Word Document Template.
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On the Word Template New Record form, fill in the fields.
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Extract the content marked by the supported content controls from the imported document by selecting Parse Document.
The supported content controls are:
- field - Indicates metadata
- signature_ - Indicates a signature
- sign_date_ - Indicates the signing date
For more information on the supported content controls and tagging guidelines, see
Add content controls in a Microsoft Word document.
The content controls derived from the documentare listed in the Template mappings related list.
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Select Save.
Ergebnisse
The contract template is saved in the Draft state.