Generating Microsoft Word Documents of Structured Terms

From the Contract Terms page, you can generate a Microsoft Word document of the structured terms.

Prerequisites:

Download Contracts

  1. Select the Download Contract action, and click Go.

    The system displays the Download Contract page.

  2. Select one of the following file formats:

  3. Select the Lock Contract Until Upload check box to prevent any changes to the contract while the contract is updated offline. The option to lock the structured terms is only available if the contract was not already locked either for editing or for review.

  4. Click Apply.

    The system runs the Word Export function and downloads the document containing the sections, clauses, and variable values of the business document to your desktop.

Note: If your business document contains deliverables, the deliverables are not exported unless they are included as a variable inside a clause.

Comments:

  1. Depending on how your Web browser is set up to handle download files, a number of options are possible when you download the document.

    For example, a File Download dialog box may appear, where you can choose to Open or Save the file.

    Another option is that the downloaded document may automatically open, ready for editing.

  2. For details of editing, see Editing Offline Microsoft Word Documents.

  3. If document has clauses edited in MS-Word 2003 then, updates to the document can be uploaded as an attachment.

See Also: