How to create Blueprints

What is it
Blueprints in contractuo are intricate templates designed to facilitate the creation and customization of various documents, particularly those related to financial products. These templates incorporate Forms, both conditional and non-conditional Text Blocks, and Text elements, providing a comprehensive framework for document crafting.

Who is it for
The Blueprints are for Professionals within the financial sector, legal departments, and administrative roles, and individuals engaged in intricate contract management can benefit significantly from utilizing Blueprints. They offer increased efficiency and reliability in product creation processes.

Why use the Blueprints?

Blueprints offer dynamic and adaptable functionalities, supporting conditional logic that is crucial for compliance with financial regulations and contract stipulations. Despite their complexity, crafting effective Blueprints can drastically reduce the time required for product creation, transforming weeks of work into just a few hours. They ensure that company politics, rules, and regulations are implemented to all users of the platform.

To set up a proper Blueprint you will need to create a Base Blueprint, Forms including Form Type, Text blocks, and Form Fields.

Need a more detailed approach? Click here to see how to manage a Blueprint.

How it works

Where can you manage the Blueprints?

  1. Navigate to the Prospect module by clicking the icon on the left-side menu, and enter the ‘Admin Environment’ submenu.
  2. Open the Admin menu.
  3. Select the ‘Product Blueprints’ submenu.

How to Create a Blueprint?

  1. Click on the ‘Create’ button.
  2. Insert the Name of the new Blueprint.
  3. Select a Language for the Blueprint.
  4. Choose one or multiple Forms you wish to include in your Blueprint. At leat one Form is mandatory.
  5. Click on the ‘Create’ button.
  6. Click on the ‘Publish Now’ button to save.

Additional information:
It is required to add at least one Form inside the Blueprint when creating the Blueprint.
After creating the Blueprint, you will be taken to the editing screen. You can edit from here or click ‘Publish Now’ to save the Blueprint as it is.

Previewing Blueprints

After creating or editing a Blueprint, find the ‘Preview’ button, which is symbolized by an eye icon. Click this button to open a preview window that displays the content.

Additional Information:
When a Blueprint is not saved by clicking the ‘Publish Now’ button, it will no longer display the ‘Edit Content’ icon in the Blueprints overview. To access the ‘Edit Content’ of the Blueprint, click on the Blueprint and look at the sidebar on the right. The ‘Edit Content’ icon will appear around the latest version and can be accessed from there.

Version control Timeline

Version control is essential for maintaining the integrity of Blueprints over time, providing a historical record of changes, and the ability to revert to previous versions if needed.

For more Timeline and Version control information click here.

Updated on February 19, 2024

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