Contract Documents Templates

Create and manage Contract Document templates that can be used across Project Contracts within your Workspace

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Written by Andrew Schwalm
Updated over a week ago

Process

Creating a Template

  1. Within Lists & Templates found on the left navigation bar, click on View Contract Documents Templates
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  2. Click Add Template on the left side of the screen.

  3. Enter in a name and select "Custom" for the Template Type. The name can be edited at a later time. Click "Create" to set up a Contract Document Template.

  4. Click on the edit icon on the left hand side of the template that was created to start editing the template.

  5. You can now start updating your own template by typing in a "Template Description" and creating the content of the contract by using the main box. You can view a list of copy-paste variables by clicking on the expand icon outlined in red in the screenshot below on the right hand side.


    To use any of these variables, you can simply click on the variable to copy it, then paste it on where you would like the variable to be within the text box.

  6. Once you are complete, click Save on the top right corner.

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