Step By Step Guide
1. Navigate to https://app.getincontract.com/
2. Click "Templates" to create new templates.
3. The first template you can create are documents. Any document can be turned into a template.
4. Click "New Template" to start a new one.
5. Search for the document you'd like to create a template for.
6. Select the document.
7. Fill out the document to create the template.
8. Click this icon to change the name of the template.
9. Once you have changed the name, click the checkmark to save.
10. Click "Documents" to go back to the list of templates.
11. The next template is Dates and Deadlines. This template can be applied into the dates and deadlines section of the Contract to Buy and Sell.
12. Click "New Template"
13. Select the Contract to Buy and Sell.
14. Click here.
15. Select any of these to apply to all dates and deadlines.
16. Enter in dates for the template.
17. Select if you would like to Skip Holidays and or Weekends.
18. Click "Dates & Deadlines" to go back to the list of templates.
19. Messages to create email templates.
20. Click "New Message Template"
21. Here you can name the template and create the subject.
22. Write the body of the message.
23. Click "New Document Bundle" to start a new Bundle.
Tip! Bundles can be applied when you are creating transactions. When you apply the bundle it will automatically select the documents you have in the bundle.
24. Click "New Document Bundle".
25. Click "New Document Bundle"
26. Create a new name for the bundle.
27. Then select documents you would like.
28. Click the "Lead Based Paint Disclosure (Sales)" field.
29. Click "Save Template" when you are done selecting documents.
30. You can create as many versions of these templates as you would like.
