Create a Microsoft Word legal contract template
Create a legal contract template in Microsoft Word format that can be used to generate a standard contract with predefined content when an employee submits a contract request.
Before you begin
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Select New.
Select Word Document Template.
On the Word Template New Record form, fill in the fields.
For a description of the field values, see Word Template New Record form.
Extract the content marked by the supported content controls from the imported document by selecting Parse Document.
The supported content controls are:
- field - Indicates metadata
- signature_ - Indicates a signature
- sign_date_ - Indicates the signing date For more information on the supported content controls and tagging guidelines, see Add content controls in a Microsoft Word document.
The content controls derived from the documentare listed in the Template mappings related list.
Select Save.
Result
The contract template is saved in the Draft state.
Parent Topic:Configure legal contract templates of type Microsoft Word
Related topics
Add content controls in a Microsoft Word document
Create and configure participants for legal contract template
Update contract template mappings for legal contract template