How do I create a Contract Template?

If you frequently find yourself using similar types of contracts you can choose to create a Contract Template to save time on the initial setup of future contracts.

From the Contracts Dashboard, click into the Templates section, and then select the Add Contract Template button.


You will then be prompted to fill out details much like when creating a regular contract:


Once you click the Create button, you will be taken immediately to the template. At this point, you can further edit the contract details, add any associated documents, and give people access to the template. (Note that access can be either read-only or full control which allows them to make their own edits.)


You can access your templates via the Templates section. Simply click on the template that you would like to use, which will then bring you to the Contract Template Details.


To create a contract from the selected template, simply click on the Actions button located in the top right hand corner.  From the dropdown menu, select Create Contract from Contract Template:


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