Refer to the following topics on how to manage word document templates and legal contracts.

Manage clauses, tables, and contract templates

Create a contract type for defining different types of legal contract requests and associate it to a contract model.

Manage contract records

Define a user as an internal signer so that the signer can be added to a contract template to automatically add to the contract document for a request.

View a contract repository record

Create document template categories to easily identify similar documents and find the correct document template more easily.

Modify a contract record

Enable users to view the details of email sent in the activity stream.