Upload and parse a Microsoft Word document that includes content controls

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

    • As a contract configurator, after adding the content controls to the Microsoft Word document to be used for the contract template using the Microsoft Word Add-in for ServiceNow Contracts, upload the document to the ServiceNow instance.

    Before you begin

    Add metadata, signatory details, and content controls for the clauses before uploading the document. The uploaded document is parsed for the content controls and data populated into the ServiceNow instance. For more information, see Add document content controls using Microsoft Word add-in for ServiceNow Contracts

    Role required: sn_cm_core.contract_config and canvas_user

    Procedure

    1. Open the document in which you have included content controls in Microsoft Word.
    2. From the Microsoft Word ribbon, select the ServiceNow Contracts add-in.
    3. In the add-in login screen, enter the credentials of the ServiceNow instance from which you downloaded the manifest file.
    4. Select Proceed to select a document.
    5. In the Select Attachment screen, select Attach file and select the same file that includes the content controls.
      If the file name of the document you are uploading and the one uploaded in the contract template are different, you are asked to confirm proceeding with the upload.
    6. Select Upload and parse document to replace the existing document in the contract template with the one you are uploading and parse the content controls in the ServiceNow instance.

    What to do next

    Complete clause mapping to build a clause library.