COBBLESTONE SOFTWARE

Contract Insight — User Guide

Static Content

Document Templates Management › Manage Document Package Template › Static Content

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A template's Static content tab reads: "Fixed content inserted at {--stc--Name--stc--} - plain text, formatted text, or the date the document is generated." Static content is used to embed fixed elements, such as a confidentiality notice or a date stamp, in every document the template produces. The Add static content button creates a new entry, and the grid lists each entry's Placeholder, Kind (for example, Current date), and Content (for example, October 09, 2026 (MMMM dd, yyyy)). Current date content offers several display formats.

2. Key Elements

• Static content tab: found in step 1 Core setup of the template editor. The badge on the tab shows how many entries the template has.
• Add static content: opens a form with Content title, Content type, and either Text or Date format, depending on the type selected.
• Placeholder token: each entry is merged wherever its token, {--stc--Content title--stc--}, appears in the template's Word file. The form shows the token as you type the title.
• Content types: Plain text (fixed text) or Current date (the date the document is generated, in the chosen format).
• Grid tools: Edit and Delete on each row, plus a Search box and column filters.

3. Navigating to the Static Content Tab

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. Search for or click Document Templates.
3. Click Open on the template you want to work with (see Template Overview).
4. In step 1 Core setup, click the Static content tab.

The tab lists every static content entry on the template, with its Placeholder, Kind, and Content.

4. Adding Static Content

4a. Adding Plain Text

1. On the Static content tab, click Add static content.
2. In the Add static content form, enter a Content title (for example, Confidentiality Notice). The token shown under the field, such as {--stc--Confidentiality Notice--stc--}, is what you place in the Word file.
3. Leave Content type set to Plain text.
4. In Text, enter the text to insert.
5. Click Add content to save the entry, or Cancel to close the form without saving.

4b. Adding the Current Date

1. On the Static content tab, click Add static content.
2. Enter a Content title (for example, Letter Date).
3. Set Content type to Current date. The Text field is replaced by Date format.
4. Select a Date format (see the table below). If nothing is chosen, MMMM dd, yyyy is used.
5. Click Add content to save the entry, or Cancel to close the form without saving.

Note: After adding an entry, copy its token from the Placeholder column into the template's Word file where the content should appear, then upload the file as a new version on the Files/Attachments step (see Mergeable Content & Attachments).

5. Editing or Deleting Static Content

1. On the Static content tab, find the entry in the grid (use the Search box if needed).
2. Click Edit on the entry's row.
3. In the Edit static content form, update the Content title, Content type, and Text or Date format as needed.
4. Click Save content to apply your changes, or Cancel to close the form without saving.

Note: Changing the Content title changes the entry's token. Update the token in the template's Word file to match. To remove an entry, click the Delete (trash) icon on its row.

6. Quick Reference Summary