Create a Word document contract template from an existing template

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a new contract template from an existing template if you need only a small variation in the content of an existing template.

    Before you begin

    Role required: sn_lg_contracts.contracts_config

    Procedure

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
    2. Open the contract template from the list.
    3. Select Copy.
      A template revision is created with the data related to participants and template mappings.
    4. Optional: Import template field mappings from a Microsoft Word document with content controls.
      For more information, see Add content controls in a Microsoft Word document.
      1. In the Document field, select Update.
      2. Select Choose file.
      3. Choose a file and select Ok.
      4. Select Parse document
        • The document is parsed.
        • The metadata that was already present is retained.
        • The metadata that was present earlier but not found in the recent parsing is deleted.
        • The metadata that is new is added.
      A new file is uploaded to the contract template.

    What to do next

    Map any new meta data found during parsing. For more information, see Update contract template mappings for legal contract template.