Feature available to administrators only.
When creating or editing a Contract type, you define:
The document template : The contractual framework used by your teams to create a Contract. This template is optional if you work with documents provided by your counterparties (for example, for vendor contracts).
The automations : All automatic rules linked to this Contract type, including:
Editing rights
Approval workflows
Dynamic storage folder
Automatic reminders
Access the creation of a contract type
Go to the Contract types tab.
Click + New contract type.
You can then:
Add a document template
Or continue without a template and configure only the automations
Add a Word document template
This option is recommended if you use an internal contract template.
Enter the contract type name in the top left
Import your Word document
Drag and drop your Word file, or
click Browse.
The formatting is preserved.
Upon import, Oro AI automatically analyzes the document to:
Identify relevant variables
Suggest smart fields
Structure the generation of future contracts
To learn more about AI data extraction, see this article.
You then access the contract content (layout, fields, clauses)
Edit the document
You can:
Modify the layout
Add smart fields
Insert clauses
Add dynamic conditions
Editor toolbar
+ button
To learn more about the Tomorro editor, refer to the dedicated article.
Define editable areas
Editable areas allow you to control which parts of the document contributors can edit or only comment on.
Prerequisites : contributor editing rights must be correctly configured.
If editing is allowed by default, only non-editable areas can be defined.
If editing is locked by default (participants set to Can comment), only editable areas can be defined.
Define a non-editable area
Select the part of the document to restrict.
Click the lock icon.
Choose Comments only.
Result
Contributors can edit the document except in this area.
The area is outlined in grey with the mention
"Contributors can only comment."Only administrators can modify it.
Define an editable area
Select the part of the document to allow.
Click the lock icon.
Choose Editing allowed.
Result
Contributors can edit the document only in this area.
The area is outlined in grey with the mention
"Contributors can edit."Other parts remain reserved for administrators.
Translate my document
Add and manage languages directly from the Contract type.
To learn more about document translation, see this article.
Preview your contracts
Once editing is complete, click Preview to:
Check the layout
Test conditions
Review page breaks
Visualize the final rendering
No Contract is created during preview.
👉 Learn more about preview.
Configure the Contract type
Configure:
Editing rights
Approval workflows
Dynamic storage folder
Automatic reminders
Default participants
👉 Refer to the dedicated collection about Contract type automations.
Publish the contract type
Once the content and/or automations are validated:
Publish the contract type
Custom fields are integrated into the Contract creation form
Variables and rules become mandatory during Contract creation and negotiation
This ensures your contract data is structured, reusable, and fully exploitable across your entire contract repository.