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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.
- 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 contract.
- Select under ‘Contract Info’ the type of the contract. Choose from the dropdown menu.
- Enter the Sub Type of your contract (optional).
- Add the Role of Creator (required)
- Under Document Type choose Upload Existing File.
- 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.