How to save a contract template?
How to save a contract template?
Go to the Documents menu → Document templates.
There you can view all the contract templates that have already been saved. Then click the green "New" button at the top right.
Enter the name of the contract template, select a signatory, and fill in the other fields. Starred fields are mandatory.
Then fill in the content of the contract template with the necessary variables. You can also copy and paste content from a PDF or Word document and add the variables.
**Don't forget to save!**
Go to the Documents menu → Document templates.
There you can view all the contract templates that have already been saved. Then click the green "New" button at the top right.
Enter the name of the contract template, select a signatory, and fill in the other fields. Starred fields are mandatory.
Then fill in the content of the contract template with the necessary variables. You can also copy and paste content from a PDF or Word document and add the variables.
**Don't forget to save!**
Updated on: 28/06/2024
Thank you!