Edit contract templates by manually adding content controls

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

    • Edit a contract template to reflect any modifications that must be included in the template to generate a standard contract when an employee submits a contract request.

    Antes de Iniciar

    Role required: sn_cm_core.contract_config

    Procedimento

    1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
    2. Open a contract template from the list.
    3. On the form, modify 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.
      Category Document category to which you want to associate the contract template.
      Document The document from which you want to import clauses and template field mapping. The selected document should be a Microsoft Word (.docx) document and should have valid content controllers. For more information, see Add content controls in a Microsoft Word document.
      State
      • If you edit a contract template in Draft state, it will remain in Draft state.
      • If you edit a contract template in Published state, the state will change to Editing.
      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.
    4. Select Parse Document to extract any modified content marked by content control from the imported document.
      • The existing imported clauses with no change will be retained along with its Classification and Mapping clause.
      • The imported clauses for which the content controls are deleted in the imported document will be deleted from the list.
      • Any new added content controls will be listed under Imported clauses, Clause Mapping or Template Mappings.
    5. Classify and map the newly added Imported clauses.
      For more information, see Classify and map imported clauses.
    6. Select Update to save the modifications.
    7. On finalizing the content of the contract document, select Publish.