Objectives
- Create Contra predefined templates using the Word Add-on
Steps
App4Legal word add-on allows you to easily create and upload document templates to improve efficiency and increase productivity.Note:
| Note |
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| You should first Get the Add-on from the Office store and Connect Word to App4Legal before using it. Learn more here. |
To create a predefined template, you must do the following:
Prepare your contract document, the Word document you want to use to create the template.
- Open App4Legal for Word and choose Variable.
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The variable is added to your document with special characters to be readable by the system. You can customize these characters from the App Variable option, specify the start and end characters, and update your changes.
All the variables could be then listed in the Existing Variable tab so that you can choose to add them again within the document.
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- From the App4Legal for Word side menu, choose Add Contract→ Add Contract Template
Note:
| Note |
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| Add Contract Template is the same process as configuring templates in the system, with Pages, Groups, and Variables, but in this case, the document you are generating will be your reference template. |
- First, you must specify the template name, and contract type.
Tip:
| Tip |
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| Each template can have multiple pages, groups, and variables. Where each page is divided into groups. |
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| Within each group, you can add multiple variables. |
- Enter the title of the first page and a description if needed. Then, specify the Group title, and start adding variables.
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