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