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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Contracts

Mapping Fields in a Creation Template

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Mapping Microsoft Word Merge Fields to Clauses

Once you upload a Microsoft Word document as a creation template, map the merge fields in the document to system and additional fields in the Contract and Company Profiles, and map any additional form fields, you must then map any merge field that has been linked to a clause in your Clause Library.

  1. In the Creation Template Edit screen, click the Clause Mapping tab.
  2. Double-click in the firstClause Type/Clause Namefield to activate the list, and select the clause that matches the clause displayed in the correspondingMerge Field Namefield. For example, the Governing_Law merge field is mapped to Clause:Governing Law in the Clause Library.
    Note:

    Important:

    If you are running Clause ID & Management, there will be clauses that include the phrase System Added Description or Default Description. In selecting a clause for mapping, use only the clauses that follow the Clause: [Clause Name] format. For example, Clause:Software Warranty.

  3. Map the remaining clauses.
  4. Click the Creation Template Fields tab to return to the main view, and click Save.

Once you have completed the mapping, you can add questions/actions to the template, as well as restrictions to control the types of contracts that can be created using the template.

Administrator Guide
Contracts

January 2, 2025