# Document Template

{% embed url="<https://www.loom.com/share/bf78ac44eddb4de5aedb41d974d474e9>" %}
Example - Setting up NDA Workflow
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**Uploading a Contract Template**

If a ‘Third Party Paper’ workflow is being set up, ensure that the “Use document template” option is not enabled. Where an ‘Own Template’ workflow is being set up, click the “Use document template” switch.

<figure><img src="/files/pr2LDexM7qqmpG8axLOF" alt=""><figcaption></figcaption></figure>

For the ‘Own Template’ workflow, upload your template by selecting the file using the “Browse” button or by dragging and dropping the file in the “Template upload” box.

<figure><img src="/files/E1X5tz1CYwlIp9tYkneX" alt=""><figcaption></figcaption></figure>

The document is automatically opened for your viewing on the same page.

<figure><img src="/files/r1VE9uCXZEzn2UUK33cf" alt=""><figcaption></figcaption></figure>

**Templating Fields**

Once the template is uploaded, you are able to insert fields such as counterparty, start date and end date into the document.

Suppose the field being automated is the counterparty name. Select the text relevant to the field to be automated, i.e. the counterparty name.

<figure><img src="/files/jPS3tENzv9TgeFLVoSoi" alt=""><figcaption></figcaption></figure>

Right click to see the option to replace the selected text the relevant field.

<figure><img src="/files/cPH5OVW9LgS7bSsUGqzS" alt=""><figcaption></figcaption></figure>

Select the “Fields” option and the relevant field that is being automated, i.e. “Counterparty”. The text will then be replaced with the template tag.

<figure><img src="/files/fiLhvkG2ebbZfJZ6KEeF" alt=""><figcaption></figcaption></figure>

### Deleting Template Fields

The following video demonstrates how to delete templated fields:

{% embed url="<https://www.loom.com/share/b2ed2ee1ce0c4f70bb201d3262371a7f>" %}


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