Add block content in a document template block

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

    • Add one or more block contents in a document template block and define its condition and execution order.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    All block content in a document template block must be created in the Legal Request Management application scope only.

    Procedimento

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Template Blocks.
    2. Select a document template block.
    3. In the Document Templates Block Contents related list, click New.
    4. On the form, fill in the fields.
      Tabela 1. Document Template Block Contents form
      Field Description
      Name Unique name for the block content.
      Block Name of the document template block associated with the document block content.
      Order Order in which a block content is used.

      If multiple block contents meet a condition, the block content with the lower-order value is chosen first.
      Active Option to indicate that the block content is active and available for use.
      Applies when Filter conditions applied on the selected table to determine which document template block to use.
      Applies to User criteria to which the block content is applicable.

      For example, a block content applicable to employees of a specific location, associate the block content with a user criteria containing only employees of that region.
      Body Text in the block content that appears on the document generated from the associated document template.

      Include fields from the selected table from the Select Variable pane.
    5. Click Submit.

    O que Fazer Depois

    Create a legal contract template of type HTML.