You can upload a sample document, highlight text, and map the text to Salesforce. Contracts for Salesforce then save a metadata template to the Document Type record which the bookend injector uses when inserting data tags into non-Composer documents. Adding bookends in documents ensures that you can True-Up your document changes at the end of the negotiation process.

RECOMMENDED: Use the Capture feature for every Document Type for each document being sent for negotiation and any variation of a document.

If you are in True-Up mode, the One-off Capture feature is used. One-off Capture mode allows you to highlight text in the document, select the Salesforce field or clause that the text is mapped to and True-Up the data. This feature is useful when data tags (bookends) are compromised or missing from the document.