The data fields that already exist in the standard onboarding process that can be inserted into your custom contract are:
- Client Business Name: <<companyName>>
- Client Business Structure: <<companyIncInfo>>
- Client Rep Name: <<companyRepName>>
- Client Rep Title: <<companyRepTitle>>
- Conflicting Companies List: <<conflictsList>>
- Current Date: <<agreementDate>>
- Governing State: <<governingState>>
- Prior Inventions List: <<inventionsList>>
- Vendor Business Name: <<consultantName>>
- Vendor Rep Name: <<signerName>>
- Vendor Rep Title: <<signerTitle>>
- Vendor Signature Date: <<signerSignatureDate>>
The additional data fields that can be added and inserted into your custom contract are:
- Client Business Address: <<clientAddress>>
- Client Business Name: <<clientName>>
- Client Business Structure: <<clientStructure>>
- Client Rep Name: <<clientRepName>>
- Client Rep Title: <<clientRepTitle>>
- Client Signature Date: <<clientSignatureDate>>
- Conflicting Companies List: <<conflictsList>>
- Current Date: <<currentDate>>
- Governing State: <<governingState>>
- Master Contract End Date: <<mcEndDate>>
- Master Contract Start Date: <<mcStartDate>>
- Prior Inventions List: <<inventionsList>>
- Vendor Address: <<vendorAddress>>
- Vendor Business Name: <<vendorName>>
- Vendor Business Structure: <<vendorStructure>>
- Vendor Rep Name: <<vendorRepName>>
- Vendor Rep Title: <<vendorRepTitle>>
- Vendor Signature Date: <<vendorSignatureDate>>
The additional data fields that can be added and customized to say whether the Vendor or you (during the invitation process) will complete the field are:
- Date
- Multi-Line Text
- Text (single line text)
The snippet to add into your Microsoft Word document will be defined by you and must be inserted between <<>> as in the examples here.
In addition, you can add signature fields:
- Client Rep Signature: added via an image with a bookmark
- Vendor Rep Signature: added via an image with a bookmark