Concept: Document Templates in Workflow Builder

Document templates enable controlled customization of documents that workflows generate. By uploading a .docx template and defining placeholders and conditional logic, you can create dynamic documents populated by intake form responses.

Supported File Types

Contract Management and Document Intelligence supports .docx files created with recent versions of Microsoft Word in Workflow Builder. Exported .docx files from Google Docs are not always compatible. If you encounter an issue with a .docx file from Google Doc, recreate the document in Word and save it as a .docx file.

Document Fields and Placeholders

You can create placeholders in your template to allow custom text or variable values, which ticket submitters provide with the intake form. Consider these factors when you create placeholders:

Syntax:

You can enclose placeholders in double braces. Example: {{variable}}.

Limitations:

Your placeholders reside in the body of the document and can’t span multiple paragraphs. You can’t create placeholders in headers or footers.

Workflow:

After you upload the template, Contract Management and Document Intelligence identifies these placeholders for review, and you subsequently link them to specific intake form answers.

Conditional Text

You can use conditional text to include clauses or exhibits in the generated document based on logic that you define on the intake form customization step.

Indicate conditional sections by enclosing a name in single curly brackets followed by a period, and the conditional text itself in double brackets. Example: {{Section}}.[[Conditional Text]].

Nested Conditionals

You can create conditional statements in other conditional statements. While nesting is unlimited, table structures impose specific limitations:

Conditionals cannot begin outside a table and end within it, or vice versa.

In tables with multiple columns, all conditionals in a table must be confined to a single cell; they can’t span rows or columns. Within a single cell, you can have unlimited nested conditionals.

In single-column tables, conditionals can span multiple rows.

Dynamic Rows on Tables

You can configure tables to dynamically add rows based on user selections in the intake form. See Set Up Dynamic Table Rows.