4 User Types can enter contracts via Library Template: Administrators, Full Access Users, Read Only and Template Only. Regardless of their User-Type, they can all enter Library Templates using the Library Icon:
Clicking on the Library icon brings you to the document library. This is where templates and reference only documents are stored. There should be a column labeled FillAndDownload in the header.
Below, in the grid, for any Library Template that’s active, you will see Click to Fill Fields.
**NOTE: If you don’t see this column listed, hover over the column headings till you see an arrow. Hover over this arrow till you see Columns as an option.**
Click on “Click to fill Fields” and you will be directed to a screen like the one below with three options, in this case you'll be selecting the first option, as shown in the screenshot below:
Create a Contract Container
When users select to “Create new Contract Container”, this will create a new contract container with the template document they’re creating as the first document added.
After filling out all the relevant (or mandatory) fields, scroll to the bottom of the page. Click on Enter Fields into Template & Preview to open the Edit in Cloud feature. This will show a preview of the document. Inside the preview, if using AceOffix press “Save and Close" once completed. If using OnlyOffice, as shown below, simply close the window once you're ready to move on.
When you see your template screen again, click the Upload & Continue to Container button on the bottom right to create the container (A).
All the fields you filled out will now appear in the assigned Field Groups on your container along with your document.