Adding a creation template involves (1) formatting a company's standard contract in MS Word by inserting merge fields at the locations where variable information appears in the document (2) uploading the document and mapping the variable fields to Contract and Company Profile fields, additional forms, and clauses (3) adding questions/actions and identifying restrictions for using the template, and (4) activating the template.
A user with the Creation Template Admin permission adds a creation template using a four-step process:
Format the MS Word documentso that it can be used as a template byContracts
Use the Standard Numbering or Multi-level Numbering feature in MS Word to number the sections (or paragraphs) of your contract.
Include all optional sections of the contract. Sections will be removed, as needed, when Administrators addquestionsand define actions based on user responses to the questions. If your company's contract does not include any optional sections or paragraphs, you do not have to number the paragraphs in your contract using Word's Standard Numbering or Multi-level Numbering feature. However, it is recommended that you apply the same style to all the paragraphs in your document to ensure the font type and size are consistent after the contract is created in Conga Contracts.
Insert merge fields for all variables that will be mapped to data fields in aContractsContract Profile, Company Profile, Additional Form, or to a Clause in the Clause Library.
Upload the MS Word document to the creation template andmap the document merge fields to Conga Contracts fields.
Map the variable information (merge fields) in the document to the appropriatedata fieldsin a Contract or Company Profile, as well as anyadditional fields.
Map a document merge field to afield in an additional formlinked to the Contract Profile.
Map aclause merge fieldin the document to a clause from the Clause Library.
Identify questions/actions and restrictions for the template.
Create the appropriatequestionsto include/exclude sections of the contract document based on user responses to the questions. However, if your company's contract does not contain any optional sections or paragraphs, you do not need to create any questions.
Applyrestrictionsto identify the agreement types and contract types/groups that can use the creation template to create a contract using theCreation Wizard.
Activatethe template in order to make it available as a selection when the Creation Wizard is run.