Style Planning

Planning how you use Microsoft Word styles in the document creation process is an important task when setting up the Supplier Contract Management application. Microsoft Word styles change the way the that you view and print a document. You should consider styles when you define these functions:

  • Clause and section previews.

    This function enables you to view the document content before you generate the document. The Preview function is available for clauses and sections and uses the Microsoft Word template name defined as a default value on the Document Format and Options page. Microsoft Word styles for previewing documents are simple paragraph styles for clauses and include:

    • Numbered title and bodies.

    • Unnumbered titles and bodies.

    • Numbered bodies.

  • Document generation.

    This function uses a Microsoft Word template to create the complete Microsoft Word XML Document through a document configurator. You define the Microsoft Word template on the Document Configuration Definition page. The Microsoft Word style for document generation might require additional formatting, such as headers, footers, and table of contents.

    Multiple Microsoft Word templates might also be required to support the document generation process. Each template should have all of the styles that are in the Microsoft Word template that you use to preview documents.

    For example, a simple form contract for renting dormitories at a university might not require a table of contents; where as, contracts for sporting goods at the same university might require a table of contents. In this example, you could create and upload two Microsoft Word templates into the PeopleSoft system. You can then create two document configurators, each referencing a different Microsoft Word template.