Creating a contract template using the CMT tool is a straightforward process that allows users to automate their own templates with a no-code builder engine.
Let's explore the detailed step-by-step process for users to effectively build a new contract template:
Step 1: Access Template Creation
Navigate to Settings:
Go to the settings menu.
Select "Build Contract Template".:
A page will open displaying a list of all existing contract templates.
From here, you can edit or duplicate created templates and toggle their activation status.
Start Template Creation:
Click on the "Add Template" button to begin creating a new template.
Step 2: Input Template Details
A new page will appear where you need to enter details for the contract template.
Fill in the Required Fields:
Template Subtype: Specify the type of the template.
Template Type: Select the type of contract.
Entity: Indicate the associated entity.
Region: Define the geographical region.
Template Name: Provide a name for the template.
Template Category: Select the contract category (e.g., Template Contract, Third Party, Legacy).
Add Users: Add users in three categories—followers, email users, and signatories as necessary to the contract template.
Submit Details:
Click “Submit” to proceed.
Step 3: Adding a Contract and Customizing Meta-Fields
Once you've reached this step, an Editor interface will open where you can input and customize your contract details.
Inputting the Contract
You have two options to input your contract into the editor:
Copy and Paste: Copy the contract details from an existing document and paste them directly into the editor.
Import a Template:
Navigate to Collaboration > Combine > Add Template File.
Select the desired template file, which will automatically be placed into the editor.
With the contract in the editor, the next step is to create and customize meta-fields. These meta-fields are variable components within the contract template. When initiating a contract, users will fill in these fields with specific information.
Adding and Customizing Meta-Fields
Add Meta-Field: Click the "Add Component" button to begin adding a meta-field.
Edit Meta-Field: Click the pencil icon next to the component to enter the necessary details for the meta-field you’re creating.
Field Type Selection
Selecting the appropriate field type ensures that users provide the correct format of information. Below are the field types available:
Text: Use this field when users need to enter short text entries (e.g., names, addresses).
Number: Select this field when the user is required to input a numeric value. This field restricts input to numbers only.
Large Text: Choose this option when the user needs to provide longer text passages, such as descriptions or detailed notes.
Date: This field opens a calendar picker for users to select a date.
Contract Expiry Date: Similar to the Date field, but specifically for entering the contract’s expiration date. A calendar picker is provided.
File Upload: Use this when users need to upload a file as part of the contract.
Single Select: This allows users to choose one option from a list of multiple choices.
Multi-Select: Use this when users should be able to select multiple options from a given list.
Form Break: Insert a form break to divide the form into sections, making it easier for users to understand and complete.
Table: This option enables users to insert a table into the contract, which can be useful for structuring data or lists.
Meta-Field Customization Options
After selecting the field type, you can further customize the meta-field with the following options:
Label: Assign a clear and descriptive name to the field (e.g., "Date of Agreement"). This label will be visible to the user.
Sample File: If a sample file is needed to guide the user, it can be added here.
Placeholder: Provide a prompt or example text for the field (e.g., "Enter date here"). This text will appear in the meta-field as a hint for the user.
Meta Tag: Associate a meta tag with the component for enhanced usability, particularly in Management Information System (MIS) reporting. This tag ensures that the meta-field is linked to a specific component, facilitating data extraction and reporting.
Required: Enable this toggle if the meta-field is mandatory for the contract creation. Users will not be able to proceed without filling in this field.
Help Text: Add guidance or additional information to assist users (e.g., "Please enter the date the agreement was finalized"). This text can clarify what is expected in the field.
Visibility: Configure visibility settings to show or hide certain meta-fields based on previous user selections. For instance, if the user selects "Company" or "Individual," subsequent meta-fields can change dynamically based on that choice.
Autocomplete: Enable autocomplete to automatically populate a meta-field based on the selection of a preceding field. This is useful for ensuring consistency and speeding up data entry.
Step 4: Arrange Meta-Fields
Save Component:
Save each component after entering its details.
Rename and Position:
Change the name of the component to reflect its purpose.
Copy and paste the component into the editor at the desired location within the template.
Repeat Process:
Repeat these steps for each meta-field you need to create.
Step 5: Finalize the Template
Save Meta-Fields:
After adding all required meta-fields, save the file on both editor interfaces.
Save Template:
Click "Save Template" to finalize the creation process.
Step 6: Activate the Template
Return to Template List:
Go back to the "Build Contract Templates" section in the settings menu.
Activate Template:
Locate the newly created template and toggle it "on" to activate it.
The template will now be available across all selected categories for seamless utilization. By following these detailed steps, users can efficiently create and customize contract templates using the CMT tool, ensuring a streamlined and effective contract management process tailored to their organization's needs.