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COMAknowledge>Word Add-in>Generate contract from template via Microsoft Word

Generate contract from template via Microsoft Word

It is possible to generate contract templates directly from Microsoft Word and then attach them to a contract in COMAsystem

How to generate and attach a contract from template in COMAsystem Word Add-in

  1. Open Microsoft Word
  2. Open a blank document
  3. Start COMAsystem for Word under “Add-ons”
  4. Log in with your COMAsystem user name and password
  5. Select “Generate contract”
  6. Select the module to attach the contract to
  7. Copy and paste the “COMA ID”* from the COMAsystem contract
  8. Select the desired template from the “Select template” list
  9. Make any necessary edits
  10. Enter the desired “File name”
  11. Then click “Save and attach to contract”

* You can find the COMA ID in the top left corner of the contract front page inside COMAsystem in your browser