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Setting up and configuring the Word add-in for template management

You can deploy the Microsoft Word add-in in your Microsoft 365 tenant for the entire organization or for individual teams. You can download the Microsoft Word add-in from the d.velop service portal.

For more information on deploying the Microsoft Word add-in, visit Microsoft Learn and search for the article "Deploy add-ins in the Microsoft 365 admin center".

With the Word add-in you can create contract templates for generating documents in d.velop contracts for Microsoft 365.

Creating a template – This is how it works

  1. Open the add-in under Start.

  2. If there are multiple contract management instances, select the appropriate instance.

  3. Select one of the site columns from the list.

  4. Click Insert.

A placeholder has been created in the Word document at the most recent cursor position.

Notes on functions 

You can adjust the following options in the settings (gear icon):

  • Language of the add-in

  • Language code of the site columns

  • Currency code of the site columns

Note

The displayed column names and translations are based on the configuration in Microsoft SharePoint.

Search function 

You can search for the descriptive column names (e.g. Subject of contract) and the technical column name (e.g. ecsSubjectOfContract).

Filter function 

  • You can filter by site column types and content types.

  • Supported column types:

    • A line of text

    • Multiple lines of text

    • Selection

    • Number

    • Currency

    • Date and Time

    • Lookup

    • Yes/no

    • Person or group

    • Managed metadata

Special features 

Some site column types offer additional functions:

  • Number

  • Currency

  • Date and Time

You can create these functions in different language formats. You can find the function under Settings > Site column language.

The Currency site column type also offers the following functions:

  • Customization of the currency code in the settings.

  • A detailed view when an item is selected in which different language or currency codes can be defined for this specific item only.

The list item Contractual partner (ecsCPLookup) has a special internal structure. 

A start keyword {#ecsCPLookup} and an end keyword {/ecsCPLookup} are always required when using this item. Within these keywords, you can select the available list items from a dropdown menu.

Example 

{#ecsCPLookup}
{additionalFields.Title}
{ecsSubjectOfContract}
{/ecsCPLookup}