How the Oracle Contracts Add-in for Microsoft Word Works

You can edit contract terms offline using the Oracle Contracts Microsoft Word add-in and import the edits back into the application from the Word document.

Using the Tools Menu

• Use sign in and sign out to connect to the server. You must be connected to the server to:

  • Edit the values of user-defined variables.

  • Search for sections, clauses and variables in the Contract Terms Library that you may want to add to the contract terms.

  • Check for the latest available version of the add-in from the About tab.

  • Generate log files for the add-in.

• The Generate Log File action lets you toggle generation of log files. Log file generation can assist in debugging any issues related to server connections as well as other issues.

Using the Actions Menu

• Add Section

  1. Place your cursor in the contract terms document at the location at which you want to insert the section.

  2. Search for a section in the Terms Library.

  3. A list of section names matching the search criteria is displayed in the search pane.

  4. Select and add the section.

  5. The section title is inserted with the appropriate formatting.

• Create Section

  1. Select the Create Section action.

  2. Enter the section title in the new text box.

  3. You can add clauses and variables, create clauses, and insert variables from the Oracle Contracts Terms Library as needed.

• Add Clause

  1. Place your cursor in the contract terms document at the location in the section at which you want to insert the clause either after the section heading or after a clause in the section.

  2. Search for clauses in the Contract Terms Library. A list of clauses matching the search criteria is displayed in the search pane.

  3. Select and add the required clause to the section in the contract terms.

  4. The clause text is inserted with the appropriate formatting.

  5. You can click Clause Details or Preview in Word to see details about the clause before you insert it. The Preview in Word window displays a read-only version of the actual clause text.

  6. You can also modify the clause text that you just added. If you do so, this clause appears as a nonstandard clause once uploaded back to the application. You can revert back to the original standard clause in the application.

• Create Nonstandard Clause

  • You can create a new clause in a section of the contract terms in Word using the Create Nonstandard Clause action. New text boxes are inserted in the appropriate places where you can enter the clause title and the clause text.

• Insert Variables

  1. Place your cursor in the contract terms document at the location in the clause text at which you want to insert the variable.

  2. Search for variables in the Terms Library. A list of variables matching your search criteria is displayed in the search pane.

  3. Use Previous and Next to scroll through the list of variables and use Insert to add the variable value to the contract terms in the Word document.

     Note: Every variable must have a value. If the variable that you inserted doesn't already exist in the contract terms and therefore has no value, you must enter a value either in the Word Add-in or directly in the application.

Using the Edit Variable Values Menu

• You can use the Previous and Next buttons to scroll through user variables in the document to find the ones that you want to edit.

• You can edit user variables in the Microsoft Word contract and they're saved back to the application.

• You can't save edits to system variables made using the Oracle Contracts Microsoft Word add-in back to the application, but you can delete them by deleting system variable content control. You should update these values directly in the application so that they're reflected in the Microsoft Word document.

Using the Help Menu

• Check for Update

  • Use this action to see if there is a more recent version of the add-in that can be downloaded.

• Server

  • Use this option to check the server instance name associated with the contract. This is the environment to which the updated contract is uploaded.