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hi this is rhiannon from the contract express team this video will show you how to set up a template for use with contract express the first step to ensure that your document is compatible with contract express is to save it as a docx file next open the contract express author ribbon then click on template properties your template needs a reference which acts as a unique identifier for contract express this reference should not be shared by other templates finally give the template a name which the generated files will use you are now ready to begin automating with contract express you