Using Generate Contract function, you can generate word documents from MS Word template embedded with custom field values (When required) with the click of a button and share it internally or externally within CMx.

See Quick Demonstration Video here:

https://drive.google.com/file/d/1VpirdthME1VcClqgOUYCiGRii0kPXrp8/view

Follow below setup for creating a word template and annotating the word template with replaceable values wherever required within the word document:

(1) Creating a Microsoft Word Template Document.

Download Here. (Note: This is a simple .docx file with annotations which is used as a master template document for generating further documents from it)

Note the annotations within ${}, these are the dynamic fields CMx replaces with actual values when generating the word contract document. For example ${ContractingParty} refers to the party name with whom the contractual obligation is being made.

Reserved Keywords (NOT to use in Custom Field Names)

Reserved Field Name

Description

Recommendation

Package

Custom Field should not have this reserved word named Package.

Can use: Package Name

instead of just Package

Date

Can use: any of the annotations supported for date formats described in the table below.

For example :${Today} or ${TodayLong} or ${USDate} or ${UKDate} or ${TodayDateOnly} or ${TodayMonthOnly} or ${TodayYearOnly}

Annotating Commonly Used Fields

Field Name	Annotated Value in MS Word Template	Field Description
Today's Date/Current Date	${Today}	Today's date in below format: Example: 13 Nov 2017
Today's Date in Full Long Format	${TodayLong}	Today's date in full long format: Example: 13 November 2017
Today's Date in US Date Format	${USDate}	Today's date in US Date format: mm/dd/yyyy Example 11/13/2017
Today's Date in UK Date Format	${UKDate}	Today's date in UK Date format: dd/mm/yyyy Example 13/11/2017
Today's Date Only	${TodayDateOnly}	Today's date (two digits) in number format dd Example: if today's date is 12th November 2017, this annotation returns the date value digit ie 12
Month Only	${TodayMonthOnly}	Part of today's representing current month Example: November
Year Only	${TodayYearOnly}	Year only in YYYY format Example : 2017

Annotating using Default Main Fields

By default CMx adds below properties into the generated document when embedded within the word template document:

Default Field Name	Annotated Value in MS Word Template	Default Field Description
Contract Number	${ContractNumber}	Unique Number of the Contract used to identify or search the contract.
Contract Title	${ContractTitle}	Title or Name of the Contract
Contract Type	${ContractType}	Type of the Contract . For example : Services Agreement , Lease Agreement etc.
Contracting Party or Counter Party	${ContractingParty}	Party for whom the contract is being prepared. It is the contracting party or counterparty who will sign the contract in the execution stage.
Contracting Party Company Code	${ContractingPartyCompanyCode}	Contracting Party Company Code i
Contracting Party Address (Multi Line)	${ContractingPartyAddress}	Address of the contracting party in multi line format Example: Address Line 1, Address Line 2, City , State , Country ZipCode
Contracting Party Address (Single Line)	${ContractingPartyAddressOneLine}	Address of contracting party in single line format Address Line 1, Address Line 2, City , State , Country ZipCode
Contracting Party Address Address Line 1	${ContractingPartyAddressLine1}	Address Line 1 text from first contracting party address, note there can be multiple contracting parties for a contract
Contracting Party Address Address Line 2	${ContractingPartyAddressLine2}	Address Line 2 text from first contracting party address, note there can be multiple contracting parties for a contract
Contracting Party Primary Contact Name	${ContractingPartyPrimaryContactName}	Contracting Party Primary Contact Name
Contracting Party Primary Contact Email	${ContractingPartyPrimaryContactEmail}	Contracting Party Primary Contact Email
Contracting Party Primary Contact Business Phone	${ContractingPartyPrimaryContactBusinessPhone}	Contracting Party Primary Contact Business Phone
Contracting Party Country	${ContractingPartyCountry}	Contracting Party Country
Contracting Party City	${ContractingPartyCity}	Contracting Party City
Contracting Party State	${ContractingPartyState}	Contracting Party State
Contracting Party Zip Code	${ContractingPartyZipCode}	Contracting Party Zip Code
Description	${Description}	Description of the contract.
Department	${Department}	Department name to which the contract belongs. For example Finance, Legal, Procurement, IT etc
Effective Date	${EffectiveDate}	Effective Start Date in MM/DD/YYYY (US Date Format) of the contract when the contract begins to be in effect. In other words: Live date of the contract.
	${EffectiveDateUK}	Effective Start Date in DD/MM/YYYY (UK Date Format) of the contract when the contract begins to be in effect. In other words: Live date of the contract.
	${EffectiveDateLong}	Long format of Effective Date Example : 22 April 2020
	${EffectiveDateMonthDateYear}	Example : April 22, 2020
Expiry Date	${ExpiryDate}	Expiry Date of the Contract in MM/DD/YYYY (US Date Format).
	${ExpiryDateUK}	Expiry Date of the Contract in DD/MM/YYYY (UK Date Format).
	${ExpiryDateLong}	Long format of Expiry Date Example: 30 April 2020
	${ExpiryDateMonthDateYear}	Example: April 30, 2020
Risk Level	${RiskLevel}	Risk Level for the Contract. It can be High, Medium or Low.
Renewal Term	${RenewalTerm}	Renewal Term set for the contract.
Contract Value	${ContractValue}	Value of the Contract.
	${ContractValueInWords} Supported for USD Only	Value of the Contract represented in words. For example: If Contract Value is: 950008.98 , this annotation will generate below in words: Nine Hundred Fifty Thousand Eight US Dollar And Ninety-eight Cents

Annotating using Custom Fields

Use below steps to annotate MS Word document using Custom Fields.

Create Custom Field Form in CMx without any white spaces.
Use the same exact field name (case sensitive) to annotate similar to default main fields above

For example, if the field name is: BillingRate, the annotated value in the template will be: ${BillingRate}

Note: Spaces and special characters are NOT allowed in custom field annotations, means no ' and ô or any other special characters.

Supported Additional Template Fields

CMx adds below properties into the generated document when embedded within the word template document:

Field Name

Annotated Value in MS Word Template

Field Description

Tabular Data Tables

$[ @listVar.fieldn ]

where n = 1 to 15

Tabular Data Auto Generated from Generate Screen

For Example, if the field is [RateCard], Generate Contract Screen [RateCard] field takes semicolon; delimited values.

Example:

(1) Word Document Template Annotation:

(2) Generate Contract Screen:

ABC.com;Email;01/15/17-02/04/17;$4,000 each;200,000;$8,000.00

disney.com;Display;01/16/17-02/05/17;$5,000 each;300,000;$9,000.00

apple.com;Email;02/16/17-03/05/17;$5,000 each;100,000;$19,000.00

(3) Generated Contract Document:

And the Contract Generated will have the data in tabular format once annotated correctly.

(3) Generated Contract Document:

And the Contract Generated will have the data in tabular format once annotated correctly.

(2) Create Contract Template in CMx with the MS Word document annotated in Step 1.

Click on Contract Templates from the left navigation menu and then on Create Contract Template.

Enter a name and description for the contract template and browse for the MS Word document template created in Step1 and click on Create button.

Verify that the Contract Template is created successfully in the Manage Contract Template screen.

(3) Create Custom Field Form in CMx if there are any custom field values that are required in the generated Contract Word Document. (OPTIONAL STEP)

Click on Custom Field form on the left navigation menu.

Provide and name, description for the custom field form. Drag and drop required custom fields.

(NOTE: White spaces are not supported in custom field names for generate contract annotations. For example: "Billing Rate" is not supported. The correct field name is: "BillingRate")

Drag and drop a single line text from right to left section.

The new field will appear like above with label as "New text".

Click on the second icon pointed by the red arrow and it will bring up the Options dialog screen.

Provide Label name without numbers or special characters or white spaces as above and click on Okay button.

Provided Label name should be visible above the custom field text as similar to below.

Add all the required single line text fields that you need following above steps.

Once done, Scroll all the way down and click on Create or Update button to save the custom field form.

(3) Create a Contract Type and attach the Contract Template and Custom Field Form created in step 1 and 2 above.

Click on Contract Types from the left navigation menu and click on create contract type.

Provide Name and description and select the contract template created in step 1 above and custom field form in step 2.

Click on Create/Update.

Verify in Manage Contract Types screen that a record exists with the details of updates that you made above.

Browser not supported