Add block content in a document template block
Add one or more block contents in a document template block and define its condition and execution order.
Before you begin
Role required: admin
About this task
Note: All block content in a document template block must be created in the Legal Request Management application scope only.
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Template Blocks.
Select a document template block.
In the Document Templates Block Contents related list, click New.
On the form, fill in the fields.
| 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. |
- Click Submit.