Contract Merge Templates

 

 

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Merging to a Contract and Including Contract Exhibits

The standard print layout for a "Contract" includes "Contract Exhibits". On the Contract form you will notice there is a tab labeled "Other Exhibits" which lists all "Contract Exhibits" included with the contract in a collection table view. Unlike most other collections, "Contract Exhibits" are often included listed one per page. To set up your merge template to show the contract information and then list each exhibit on it's own separate page, follow the steps below:

Microsoft Word

  1. On the first page of your Contract, copy and paste all appropriate fields from the contract. Also include any collections from other tabs ("Drawings", "Specifications", "Incls, Excls, & Alts", and "Change Orders")
  2. At the bottom of your merge template, insert a page break:
    1. Click "Insert" on the top ribbon bar in Microsoft Word
    2. Make sure your cursor is at the bottom of your contract, and then click the "Page Break" from the "Pages" section
    3. You will notice that a blank page now appears under your Contract
  3. On the new blank page, insert a table with two rows but just one column
    1. Click "Insert" on the top ribbon bar in Microsoft Word
    2. Click the "Table" button in the "Tables" section and then make a 1x2 table (1 column with 2 rows)
  4. Insert the merge tags into the table
    1. In the first row put in whatever you want - Ex. "See Contract Exhibits included below"
    2. In the second row include the {tablerow} tag and then format your other fields however you want inside that single row. 
    3. To get rid of the lines around your table, hightlight the entire table, click the "Design" tab on the top ribbon in Microsoft word, and then say "No Border" in the borders dropdown
  5. Insert a page break before the second row
    1. Highlight all contents inside the second row
    2. Click "Page Layout" on the top ribbon bar in Microsoft Word
    3. Click the small square with an arrow inside of it in the bottom right corner of the "Paragraph" section. It will open the "Paragraph" dialog box
    4. Click on the "Line and Page Breaks" tab
    5. Check the box next to the label "Page break before"
    6. Click "OK" to close the dialog box
  6. You have successfully created a contract and included exhibits on separate pages

 

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