Uploading Edited Contract Terms from a Word 2007 File


This demonstration shows how you can automatically update the contract terms in the application with edits you upload from a Word 2007 file.

 

This is the final in a series of related demonstrations that show how to edit contract terms outside the application and  then how to import the edits back in.


Steps:

  1. Before you can upload the edits into the application, you must accept or reject changes in Word, so open the file in Word 2007.

    Step 1

  2. Click the Review tab.

    Step 2

  3. View the first edit.

     

    Click the Next button.

    Step 3

  4. You can accept or reject each change individually or accept them all.

    Step 4

  5. You decide to accept all the changes.

     

    Click the Accept dropdown button to activate the menu.

    Step 5

  6. Click the Accept All Changes in Document list item.

    Step 6

  7. After you save, you are ready to upload the file.

    Step 7

  8. In the contracts application, navigate to the Contract Terms tab of the contract you are updating.

    Step 8

  9. From the Actions menu, select Upload Contract.

    Step 9

  10. Press the left mouse button on the Upload Contract object.

    Step 10

  11. Browse and select the file in the Upload Contract window.

     

    Click the Browse... button.

    Step 11

  12. Select the file.

    Step 12

  13. Click the Open button.

    Step 13

  14. In the Upload Contract window, make sure that Structured terms is selected as the New Contract Source.

     

    This indicates you will use the application for your authoring after you upload the file.

     

    Step 14

  15. Also make sure the Update structured terms automatically option is selected.

     

    If it is not, the contract terms in the application are not updated with your edits and the uploaded file becomes an attachment.

     

    Step 15

  16. Click the OK button.

    Step 16

  17. The application displays the edits in the Review Changes window.

    Step 17

  18. The Action column indicates the type of edit that was made in the file.

    Step 18

  19. You are uploading one standard clause that was edited. This clause will show up as a nonstandard clause in the application.

    Step 19

  20. One clause will be deleted in the application.

    Step 20

  21. One clause was added. It will appear as a nonstandard clause in the application.

    Step 21

  22. You can view the individual changes by clicking on the clause names.

    Step 22

  23. Examine the edits in the Technical Support clause.

     

    Click the Technical Support link.

    Step 23

  24. Scroll to view the rest of the clause.

    Click the button of the scrollbar.

    Step 24

  25. You can see that the renewal fee increase was changed from six percent to four percent.

    Step 25

  26. Click the Done button.

    Step 26

  27. Now view the text of the new clause.

     

    Click the Viruses link.

    Step 27

  28. Click the Done button.

    Step 28

  29. You can use the Delete button to delete an added clause from the upload.

    Deleting is also possible in the application itself after you upload.

    Step 29

  30. You can also use the Merge button to correct any accidental splits in a clause caused by the upload.

    Step 30

  31. Before you can complete the upload, you must accept all the changes.

    Step 31

  32. If some of the changes are not acceptable, you must reject all the changes and edit the Word file again.

    Step 32

  33. These edits came in clean, so you can accept.

     

    Click the Accept All Changes button.

    Step 33

  34. Confirm that you want to update the contract terms in the application.

     

    Click the Yes button.

    Step 34

  35. The contract terms in the application are now updated.

    Step 35

  36. Notice that the contract terms now contain the two nonstandard clauses.

    Step 36

  37. You can review all the changes that were made to the original contract terms by selecting the Review Contract Deviations action on the Contract Terms tab.

    Step 37

This concludes the demonstration of automatically updating the contract terms in the application with edits uploaded from a Word 2007 file.

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