Overview
Template Contracts allow you to generate standard agreements by filling in a guided form instead of drafting contracts from scratch. By selecting a predefined contract template and entering key details such as parties, dates, and signatory information, the system automatically creates a complete and accurate contract. This ensures consistency, reduces errors, and helps users initiate contracts quickly, even if they are using the platform for the first time.
Step-by-Step Guide to Initiate a Template Contract
Step 1: Start a New Contract
Navigate to the left-hand menu and click on New to begin creating a contract.
From the available options, select Template Contract to use a predefined contract format.
Step 2: Select the Contract Type (Contract Template)
Use the Select Contract Type (contract template predefined by the organisation) dropdown to choose the required template, such as an NDA, MSA, Service Agreement, or any other available template.
Once the contract type is selected, you will be redirected to the contract creation form linked to that template.
Step 3: Fill in Contract Details (Meta Fields)
After selecting the contract template, a form opens displaying meta fields specific to the selected template.
These fields are automatically generated based on the structure and variable components of the chosen contract template.
The form may differ depending on the contract template predefined/customised by the organisation.
Key things to know about the meta fields:
Each field is clearly labelled to indicate the information required.
Mandatory fields are marked and must be completed before submission.
A help icon is available on fields where additional guidance is required.
Fill in the form with the required contract information.
Upload any supporting or reference documents if applicable.
The form captures all key values needed to generate the contract accurately.
Step 4: Configure Additional Contract Settings (Optional)
Add Labels to categorize and organize the contract.
Read more: Learn how to organize contracts using labels for easier tracking and filtering.
Assign Followers to keep relevant stakeholders informed about updates.
Set Approvers to define the approval workflow for the contract.
Read more: Learn how to set up approvers to manage contract review and approval workflows.
Use Import to bring in data from an existing contract, if required.
Step 5: Draft Auto-Save and Progress Tracking
As you continue filling in the form, the contract is automatically saved as a draft, ensuring no data is lost.
Use the progress indicator on the side to track how much of the contract information has been completed and what remains.
Step 6: Submit and Initiate the Contract
Review all the entered details to ensure accuracy.
Click Submit to initiate the contract.
Once submitted, the contract will be available in the Repository, where it can be viewed, edited, and sent for further actions.
Read more: Learn how to store, view, and manage all your contracts in the Repository.
Conclusion
Initiating a Template Contract helps you create accurate and standardized agreements without manual drafting. By following the guided steps and filling in structured details, even first-time users can generate contracts confidently and efficiently. The automatic draft saving, progress tracking, and optional configuration features ensure a smooth contract creation experience from start to finish.