Steps:After making changes to a document in Microsoft Word, you can:
Upload the document as an attachment. For more information, see Uploading Documents as Attachments.
Import the document into the system's structured representation of the terms, so the content in the Microsoft Word document and in the system is synchronized. You can then review the changes and accept or reject them.
Although typically you will be uploading documents created by word processors such as Microsoft Word, you can upload any type of document.
To use the Word Synchronization feature, the file must be downloaded using MS Word 2003 Professional Edition and saved and uploaded as an .XML file.
If document has clauses edited in MS-Word 2003 then, updates to the document can be uploaded only as an attachment.
You can upload an offline document as an attachment. When uploading the offline document as an attachment, you can choose to retain structured terms representation as an option. In this case, the structured terms are used for reporting purposes only.
Although typically you upload documents that are created by word processors such as Microsoft Word, you can upload and attach different types of documents.
You must be in the Contract Terms page for your business document.
You must have the non-standard authoring privilege. See Oracle Contracts Function Security .
Select the Upload Contract action, and click Go.
The system displays the Upload Contract page.
The Current Contract Source field displays the contract source at the time the Upload Contract action was taken. The possible values are: Structured Terms, Attached Document, or No Terms.
In the New Contract Source field, select the Attached Document option.
Optionally, select the Enable Structured Terms for Reporting check box. The check box provides the ability to report based on structured terms even if the contract source is Attached Document.
Select the Update Structured Terms Automatically check box if you want the system to detect changes in the uploaded file, and display them for review.
Provide a value for the File field or click the Browse button to select the file from your desktop.
Enter a Description for the file.
Click Apply.
Oracle Contracts uploads the new file, and verifies that it does not overwrite any existing file. When the file has been successfully uploaded, a message appears with a link to the file that you have attached.
If you click the link to view the file, and decide to edit the file, remember to subsequently save it to a folder that is accessible from your desktop, and later to upload it back to the system.
Related Topics:
The uploaded file has been attached to your business document, with a Document Category of Contract, and has been designated at the Primary Contract Document.
You can see this if you manage the contract documents.
Note: You can also manually set a document to be the Primary Contract Document for your business document. See Adding or Updating Contract Documents from Your Desktop.
You can upload an offline document with Structured Terms
Prerequisites:
You must be in the Contract Terms page for your business document.
You must have the non-standard authoring privilege. See Oracle Contracts Function Security .
The document must be in the XML format and originally exported by the system. During the Import, if the document is in an unsupported format or was not originally exported by the system, the system displays an error message and return to the Upload Contract page.
Before saving the XML file, you must accept or reject all tracked changes in Microsoft Word. If the document still contains tracked changes at the time of upload, the system displays an error message and return to the Upload Contract page.
Steps:Select the Update Contract Details action, and click Go. The system displays the Upload Contract page.
The Current Contract Source field displays the contract source at the time the Upload Contract action was taken. The possible values are: Structured Terms, Attached Document, or No Terms.
In the New Contract Source field, select the Structured Terms option.
Select the Update Structured Terms Automatically check box if you want the system to detect changes in the uploaded file, and display them for review. If you select the check box, the system will verify that the document you want to import is in the Office 2003 XML format. In addition, the file must have been originally exported by the system.
Provide a value for the File field or click the Browse button to select the file from your desktop.
Enter a Description for the file.
Click the Apply button to upload the file.
If in the previous step you selected the Update Structured Terms Automatically check box, the system displays the Review Uploaded Contract Page. From this page you can review the changes and accept of reject them.
If in the previous step you did not select the Update Structured Terms Automatically check box, the system displays the Contract Terms page.