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Conga Support

Creation Templates

A Creation Template allows a company's standard contract document to be uploaded to Novatus as a template, making it available to users who run the Creation Wizard, and ensuring the documents created using the Wizard conform to a standard.  Prior to upload, a company's standard contract must be formatted in MS Word to identify variable information using merge fields.  After upload, the variable information must be mapped to Contract Profile fields, additional forms, and clauses.