Include Template Field
A generated document from a sub-template can be included within the generated document for a super-template by a field of the general form:
Include Template
template-name
With
variable-1
As
expression-1, ..., variable-K
As
expression-K
} where the
With
component is optional.Such fields must cover a complete Word paragraph. It is considered a serious structural error if they do not, preventing publication of the template.
Variables used in the sub-template contribute to relevance in the overall questionnaire as though the body of the sub-template occurred at the location of the Include field in the super-template, as it will do in any generated document.
note
Template names that contain certain characters will require quoting e.g.:
{ Include Template 'Termination Clause' }.
Example 1
Let's imagine a company has a standard Termination clause and would like to use this in all their documents to ensure consistency. They would like to maintain this clause separately so that any updates to the clause are always added to their generated documents. To do this, they would create a separate template, and place their Termination Clause in here. Any updates to this clause can be changed in just this one place. In their templates they would add an Include field at the place where they would want the Termination clause to appear in the generated document:
{Include Template TERMINATION_CLAUSE}
The template has now become a super-template and the Termination clause is its sub-template. The most up to date version of the Termination Clause will be brought into the generated document wherever the Include field is placed.
Example 2
In this example, the company has standard clauses for each type of law they practice in. They need the appropriate LAW sub-template to be included in their generated documents, depending upon the answer to the Jurisdiction question. They start by adding the Include fields into the document for each of the sub-templates they have. Then by adding a span around the Include field they can make these fields conditional based on the Jurisdiction variable:
[
Jurisdiction Is "USA"
{Template USA_LAW}] [
Jurisdiction Is "Europe"
{Include Template EUROPE_LAW}] [
Jurisdiction IsNot "USA" and Jurisdiction IsNot "Europe"
{Include Template REST_OF_WORLD_LAW}] Example 3
In this example the LAW sub-template has been amalgamated into one template with conditional paragraphs for each of the types of law practiced. This time the single LAW sub-template is included using the With component of the Include field. To set this up, the sub-template will have Business Rules such as Jurisdiction Is "
USA
", Jurisdiction Is "EUROPE
" and Jurisdiction Is "ROW
" on the relevant clauses where Jurisdiction Is a Text Selection variable inside the sub-template. The Include With field in the super-template would set the values of the Jurisdiction text selection variable in the sub-document by passing the answer to the Jurisdiction question from the super-template. It would look something like this:{Include Template LAW With Jurisdiction As Jurisdiction}
Here for a different company, who have a similar LAW sub-template the different variable definitions are based not on the
Jurisdiction
but on the location of the SalesOffice:
{Include Template LAW With Jurisdiction As SalesOffice}
This allows them to base more than one SalesOffice in one regional area.
Example 4
In our 4th example, the SIGNATURE sub-template is placed inside a repeat statement, meaning that it will be included repeatedly for each of the parties to the agreement. SignatureName will be a question variable in the sub-temple used within a field and it is being set by a variable called PartyName:
[
Repeat NumberOfParties
{Include Template SIGNATURE With SignatureName As PartyName}] note
Note that such parameter assignments do not work with active text, therefore such variables should not be used as question prompts. This is because questionnaire prompts are consolidated into the dictionary independently of parameter assignments. A variable can have multiple parameter assignments in the same template suite, but it must be uniquely defined for the questionnaire display.
Creating a clause library
Lets imagine our final company, a Law Firm have a standard set of definitions they want to maintain separately so that all generated Agreements will use the most up to date version of these definitions. Just like the above examples, the definitions will be moved into a new template. In this clause library situation however, a multi-choice text selection variable is created in the sub-template called for example, DefinitionsNeeded. Those that are not required in every Agreement document will be surrounded in a Business Rule related to this multi-choice variable:
The Company
shall mean any Corboda Inc Entity or affiliate.[
DefinitionsNeeded Is "Force Majeure"
Force Majeure
will mean any act of nature unforeseen by The Company] [
DefinitionsNeeded Is "Termination"
Termination
will mean the date the Agreement is termination by either party.] The super-template will contain the Include field that will state which of the clauses to bring into the generated document along with all the standard ones:
DEFINITIONS
The following definitions will apply:
{Include Template DEFINITIONS With DefinitionsNeeded As List("Termination", "Force Majeure")}
The generated document will look something like this:
DEFINITIONS
The following definitions will apply:
The Company
shall mean any Corboda Inc Entity or affiliate.Force Majeure
will mean any act of nature unforeseen by The Company.Termination
will mean the date the Agreement is termination by either party. To make the clauses in the sub-document easier to read, the Business Rules can be wrapped up in the definition of a Computable variable, meaning the clause would look like this.
The Company
shall mean any Corboda Inc Entity or affiliate.[
ForceMajeure
Force Majeure
will mean any act of nature unforeseen by The Company] [
Termination
Termination
will mean the date the Agreement is termination by either party] The Include field would remain the same as above.
note
When using includes, it is important to use the same styles and style definitions to ensure consistency, especially when using outline numbered lists.
note
You will need to upload each of these templates separately to Contract Express in order to test the suite.
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