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You can get the add-on easily.
From the Insert menu within your Word document, click on Get Add-ins.
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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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To Create a new contract, you can either generate a contract from a template or upload contracts.
- The “Create contract from a questionnaire” option is just the same as adding a contract using a predefined template from the system.
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- For the “Create/Upload a new contract” option, you will be asked to fill in some mandatory and optional fields: such as the contract type, name, requester, Date, priority, and many others.
Note |
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In case you have variables added to your document, you will be asked to fill in these variable fields while uploading the contract. |
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