As a contract configurator, prepare a Microsoft Word document that you want to import as a contract template by marking the content with content controls so it can be efficiently parsed and reused.
Before you begin
Ensure that you are on a Windows system to add content controls in a Microsoft Word document.
Role required: sn_cm_core.contract_config
Procedure
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In Microsoft Word, open the document that you want to import as a contract template.
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On the Microsoft Word Home ribbon, select the Show/Hide formatting marks icon (
) to see the formatting symbols.
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Display the Developer tab in Microsoft Word.
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Select the content to be tagged.
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Select Plain Text Content Control from the Developer tab.
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Select the Properties option from the Developer tab.
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In the Content Control Properties dialog box, enter a title for the content control.
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Enter a tag value.
Note:
- The tag names are not case sensitive. If there are two tag names as clause_PURPOSE and clause_purpose, both will be treated same.
- The maximum character limit for the tag is 200.
Tag names contain a prefix with the content control type.
Table 1. Supported content control types
| Content control type |
Description |
| field_ |
Indicates metadata. |
| clause_ |
Indicates a clause. |
| signature_ |
Indicates a signature. |
| sign_date_ |
Indicates the signing date. |
| signatory_name |
This content control indicates the name of the signatory (Available only for contract related templates). |
| signatory_email |
This content control indicates the email of the signatory (Available only for contract related templates). |
| signatory_title |
This content control indicates the title of the signatory (Available only for contract related templates). |
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Select OK.