Create a contract template to contain content controls

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a contract template using the Microsoft Word add-in for ServiceNow Contracts to which you can then add content controls.

    Before you begin

    Verify whether the application scope is set to Global by going to your home page and selecting the Application scope icon (Application scope icon) in the header. If it is not, select that scope through the Application scope list item.

    Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
    2. Select New.
    3. On the form, fill in the fields.
      Table 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 Upload a Microsoft Word document of type .docx. This document will be replaced with an updated version containing content controls for metadata, signatory, and clauses using Microsoft Word add-in for ServiceNow Contracts.
      State The initial state is automatically set to Draft.
      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.
      Start date Date on which the Word document template becomes valid. Providing a start date helps when maintaining multiple versions of same template.
      End date

      Date until which the Word document template is valid. Providing an end date helps when maintaining multiple versions of same template.

      If the values in the Start date and End date fields are empty the template will always be valid.

      Note:

      If you specify an end date, you must also specify a start date.
    4. In the Contract Type field, select only one category of the contract type.
      For example, if you’re creating a template for a non-disclosure agreement, select Non Disclosure Agreement as the contract type.
    5. Select Save.

    Result

    The contract template is saved in the Draft state.

    What to do next

    Add document content controls using Microsoft Word add-in for ServiceNow Contracts