Create a contract template from an existing template

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_cm_core.contract_config

Procedure

1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.

2. Open the contract template from the list.

3. Select Create Revision.

   Select the option Copy when you are creating template in Default View.

   A template revision is created with the data related to participants, imported clauses, and template mappings.

4. Import clauses and 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.
      • The clause tags that were already present are retained.
      • The clauses that were present earlier but not found in the recent parsing are deleted.
      • The clause tags that are new are 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.
• Classify new clauses found during parsing. For more information, see Classify and map imported clauses

Parent Topic:Manage clauses, tables, and contract templates

Related topics

Edit a contract clause variation

Edit contract templates by manually adding content controls

Edit a contract template using Microsoft Word add-in for ServiceNow Contracts

Generate and preview a contract document from a template

Delete a contract template