This article will guide you through the process of creating a dynamic Contractbook template. It might take a little time to set up a template, but trust me, having a library of templates will make it much easier for you to send contracts in the future.
What we will cover
- Adding your logo
- Adding content to your template
- Basic formatting of your template
- Editable fields
- Creating a custom e-mail message
1. Adding your logo
It is simple to add your company's logo to the header of the contract. Just use the default logo button and choose the correct logo.
2. Adding content to your template
If you wish to add content from an existing document, you can simply copy/paste it in between the two pre-created boxes (these are mandatory and what we call the parties and signature fields). If you are creating a completely new template, you can just write between the two boxes.
Tip: If the content is formatted wrong after pasting it into the editor, try to remove it and paste again this time by right-clicking and choosing Paste without formatting.
3. Basic formatting of your template
Our editor offers several options for formatting your new contract template. For example, you can create different sizes of headlines, tables, calculations, and add images. Please see below:
- Undo/redo last change
- Bold, italic, strikethrough
- Type (where you find text formatting options such as code and headings)
- Editable fields (explained in section 4 below)
- Embedded attachment
- Horizontal rule
- Further options
Further options explained
- Party details: This field is automatically added to all templates at the top of the template and it's where you add details of the signing parties such as company name and company ID. This field is mandatory but can be moved.
- Signature details: This field is automatically added to all templates at the bottom of the template and it's where you add details used for the signature such as representative names and email addresses. This field is mandatory but can be moved.
- Link: This function will allow you to create a hyperlink i.e. a clickable piece of text.
- Pull quote: Pull quote allows you to highlight a piece of text by indenting it.
4. Editable fields
Adding editable fields to your template is the key to creating a template that is easy to fill in and use multiple times.
Step 1: To add editable fields, start by finding and highlighting the text you would like to be editable. Alternatively, you can just place your cursor where you want the editable field.
Step 2: Press the editable field icon as shown here:
Step 3: Now you need to fill in two fields Name and Default text.
Name: This is the ID of the field. If several fields share the same name, all those filed will auto-populate if you add data to one of them. This is useful e.g. a repeating company name throughout a template.
Default text: This is what will be shown in the editable field. If you have highlighted a piece of text when you created the editable field the text will automatically appear here. If the default text is not changed it will appear in the final contract.
Step 4: Press Enter or Insert to finish creating the editable field.
To add attachments to a contract, go to the bottom and press add attachments
The maximum file size is 100 MB, and we support these file types:
.pdf, .doc, .docx, .jpg, .jpeg, .png, .csv, .xls, .xlsx, .xlsm, .txt
6. Creating a custom e-mail message
The final thing to do is to add a standard message used for the contract. Do this just before you save the contract by adding a default message:
Note: Selecting a language here helps you later sort your templates in your list based a language. It won't automatically translate the template.
Now, press Save changes in the upper right hand corner and your new template will appear under Your templates under the Templates tab.
Enjoy sending your next contract quicker than ever before.
Enjoy sending your next contract faster than ever before.