Field

Description

Name

Enter a name for the template. This is a required field.

Description

Enter a description for the template. The description should be targeted to users who will be editing or using the template. This field value is limited to 256 characters.

Contract Document Type

Choose Contract, Addendum, or Amendment. This is a required field.

Company

Indicates the company with which the template owner is associated.

Organizational Unit

Select an organizational unit for the template.

Product Category

Select a product category for the template

Version

Indicates the version number of the template. You can create new versions by choosing Actions.

Comments

Enter any comments about the template, such as a description of the intent of the legal text in the clauses and sections and indication of the intended usage of the template. You can enter a field value of up to 2,000 characters.

Generate MS Word 2007 Document

Check this if you want to save contract documents generated from this template as Microsoft Word 2007 documents.

Enable MS Word 2007 Content Controls

Check this if you want the ability to change variables within a contract document after contract generation. You can only select this option if the Generate MS Word 2007 Document checkbox is selected.

Content controls offer the following benefits:

MS Word Contract Template

Use the Set Document option to select a MS Word Contract Template to use to format contracts created using this template.

Collaborators

To add collaborators, choose Add Users, Add Groups, or Add Company.