Create a Contract with an Existing File

Create Contract with Existing File

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

  1. Click on Contracts on the left side of your screen. This will bring you to the Contract Home page.
  2. Click the green + button to create a new contract.
  3. On the right side of the screen, fill in the required information.
  4. Add Contract Title.
  5. Add Contract Description: Add details about the contract.
  6. Select under ‘Contract Info’ the type of the contract. Choose from the dropdown menu.
  7. Enter the Sub Type of your contract (optional).
  8. Add the Role of Creator (required)
  9. Under Document Type choose Upload Existing File.
  10. Drag and drop your existing file into the field. The contract will be automatically created and saved.

Note: You can drag and drop a variety of file formats. For a full list of file formats, see File Formats in DocuWalk.