Update contract template mappings for legal contract template
Update template mappings to pre-fill information that will be placed in the contract document.
Before you begin
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Open a contract template.
Navigate to the Template mapping related list.
Select the field to update.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Field name | This field is automatically populated with the title of content control. For example: Company |
| Document field | This field is automatically populated with the tag of the content control. The field has the field type prefixed to the name. For example: field\_companyName. |
| Document field type | The type of field being mapped. The choices are:- Text Field: A placeholder for metadata. - Signature: A placeholder for signatures during the electronic signature process. - Signature date: A placeholder for the date of the signing. |
| Preview value | A field mapping value used instead of the placeholder when testing the template. This field appears only when Text field is selected from Document field type. |
| Format | Format in which values are to be entered by the participant. A validation is displayed if the entered value does not match the specified format, This field appears only when Text field is selected from Document field type. |
| Read Only | Option for enabling the editing of the field by the selected participant. |
| Active | Option for activating the template mapping. |
| Mapping table | This field is automatically set to the table to which the document template is associated. |
| Mapping field | Mapping field used to map the values from the table field that will be inserted when this template is used in a contract. This field appears only when Text field is selected from Document field type. |
| Participant | Select the participant associated with the contract template.- If Document field type is set to Text field, the selected participant is responsible for the task. - If Document field type is set to Signature, the selected participant is responsible for signing the document. - If Document field type is set to Signature date, the date of signing by the signatory will be placed in the document. |
| Advanced script | Option to display the Script editor. |
| Script | Script configuring the mapping between fields and record producer variables. This field is enabled only when the Advanced script field is selected. |
- Select Update.
Parent Topic:Configure legal contract templates of type Microsoft Word
Related topics
Add content controls in a Microsoft Word document
Create a Microsoft Word legal contract template
Create and configure participants for legal contract template