Quick Parts

Quick parts let you add custom fields to your contract documents!

This will enable you to keep in track with the changes on going in your contracts.

In this article:

  • How to add custom fields to your contract type (Within App):
  • How to add custom fields to your contract type (MS Word):

How to add custom fields to your contract type (Within App)

  1. First click on contracts types > relevant contract type > edit

  2. Once you are in edit mode of the contract type, you can add custom fields through the (+) button provided through the property stack.

  3. Once the new field is created the users can save the contract type with the new changes.

    Note: Removing a field from a contract type will remove the field from all associated contracts.

How to add custom fields to your contract types (MS Word)

  1. The user clicks on edit on the contract overview page created using the contract type created.

  2. Then the user selects to edit in Word desktop.

  3. The user clicks on insert > quick parts > document property in MS Word and selects the property which was newly created using the contract type.

  4. Once the property is added and a value is inserted into the document and saved, the data will be synced with the Dolphin application.

    Note: The user needs to save the document to the SharePoint repository through MS word for the sync to happen successfully.

  5. The information entered can be changed through the application which will update the document itself.

  6. If not the users can open the word document and update its property values to sync back to Dolphin.

See Also:

  • Reporting
  • Permissions

New Company Quick Parts

Manager/author can add primary contact person name, job title and address details to contracts using quick parts. show them on the contract document

New quick parts to company contact - Company Primary Contact Name - Company Primary Contact Job Title

New quick parts to company address details - Company Address Line 1(Dolphin) - Company Address Line 2(Dolphin) - Company Postal Code(Dolphin) - Company City(Dolphin) - Company State/Province(Dolphin) - Company Country(Dolphin)

!

Manager/Author has to add the quick parts to the contract type template document to show them on the contract document. Once a contract is created, values are shown on the document panel of the contract document opened in word.