Streamline the contract creation process and ensure consistency across your documents. In this article, we will guide you step-by-step on how to create templates in ContractSafe.
Table of Contents:
- Enable Templates in ContractSafe
- Adding a Template
- Auto-route for approvals
- Uploading a document
- Creating a contract from a template
- Previewing the contract
Enable Templates in ContractSafe
To turn on the Templates feature, go to Settings > AI and Workflow Options
Scroll down and turn on Templates
Adding a Template
To add a new template, from the settings page, select Manage Templates > Add Template
Choose a template name. Then select the destination folder contracts created with this template will be stored.
Choose which document fields your template will need. End users will be required to fill in these fields
You can also choose to include Other Fields. These won't appear in the contract, but allows you to collect more info from those filling out the template. Require fields by using the checkbox next to each field.
Adding Hidden Fields (Optional)
These fields allow you to add fields to the contract without the need for end users to see those fields when creating the contract.
Auto-route for approvals (Optional)
You can automatically route contracts created from this template to specific individuals or groups.
Start by going to Settings > AI and Workflow options > Manage Templates
Choose the template you'd like to edit
In the new window, select Approval Settings. Then select Auto-route for approvals
Choose your approvers and set the approver order if needed. Don’t forget to save!
Uploading a document
Go Back to the Template Fields Tab scroll to the bottom of it and be sure the document you upload is in .docx format and includes all the fields you want to capture.
Note: The fields you want to capture must be the same in your .docx and ContractSafe settings. When you type in the fields in your document make sure you copy it exactly as it is including all brackets and CAPITAL letters.
Tip: You can format the variables using options like bold (B), italic (I), underline (U), etc. Apply the formatting to the entire field, including the squiggly brackets, to have it applied when the end user fills out the template.
When your document is ready, drag and drop it or search your computer.
Then select Save & Upload
Creating a contract from a template
In ContractSafe, select Add Contracts
In the dropdown, select From Template
Choose your template then select Create
Fill out the necessary fields (in red) and add any additional attachments
Previewing the contract
Once you have entered all the necessary information and attached any files, select Preview.
Review the contract to ensure all fields and details are accurate. Then select Create Document
To view your newly created contract, go to the contracts list page where you’ll see it at the top
Please reach out to support@contractsafe.com for any questions.