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Guide4 minutes

Creating a contract from a template

Use one of your organisation’s approved templates and let the variable data fill itself in.

1

Choose the template

While creating the contract, switch to "create from template" and choose the document you need.

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2

Fill in the variables

Enter the parties, the amount, the dates and any other variable terms. The changes appear in the document straight away.

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3

Check the document

Read the generated text in preview and edit the draft if you need to.

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Tip

✓ Changing a template does not affect contracts that have already been created from it.

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