Create a Contract from a Contract Template

Creating a contract from a template

Besides creating a new blank document or with an existing file, you can also create a contract from a template.

  1. Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
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  2. Click the green + button to create a new contract.
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  3. On the right side of the screen, fill in the required information.
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  4. Add Contract Title.
  5. Add Contract Description: Add details about the document.
  6. Under Contract Info choose the type of contract. Click the box for examples.
  7. Select the Sub Type of your contract.
  8. Add the Role of Creator (required)
  9. Under Document Type choose Choose Template Document.
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  10. Click Create New Contract.
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  11. Click on one of the templates under My Templates or Shared With Me. The contract will open automatically.
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