This article will guide you through the process of creating a dynamic Contractbook template. It might take a little to set up such a template, but trust me, it will make it much easier for you to send contracts in the future.
What we will cover
- Adding logo
- Adding your content to the template editor.
- Basic formatting
- How to add editable fields
- Changing references in the contact information boxes
- Adding attachments
- Creating a custom email 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
If you wish to add content to the contract, you can simply copy the text from your word- or pdf-document in between the two boxes. If you are creating a completely new template, you just type your content between the two boxes.
Hint: If the content is formatted wrongly after pasting it into the editor, remove again and try right click paste without formatting - as shown in the image.
3. Text formatting inside the editor
Our editor offers a number of options for creating a nice setup of the document. For example, you can format headlines, create tables, and paste images. See below:
- Bold, Italic, -Strikethrough-, "Code"
- Insert link
- "Insert"-features (explained in detail below)
- "Type" is the place where you will have a few different text options such as Headings
- Undo last change
- Bullets and numbered list
1. Editable field
When you work in a standard template, you often have data that needs to be changed from time to time. Therefore, you can use an editable field that is open and easy to fill without having to edit the entire text, every time.
See more in the detailed description below.
2./3. Personal details / Signature details
These fields are mandatory and must therefore be completed before you can send the contract. The fields are at the top and bottom of the contract. They can only be filled out when you finish editing the content of your contract and have pressed "Save" or "Update template". To change the reference fields permanently for the specific contract, click the box at the top of the contract, highlight it, and then press "Insert." Then you will be able to change the references, eg. "Contractbook ApS" and "Customer".
4. Embeddable attachments
If you have an attachment that you would like to be inserted in the body of the contract you can do so by using the "Embeddable attachments" function. This function allows to insert an attachment anywhere in the contract and it will become part of the contract and not just an external attachment. To upload an embeddable attachment, go to the place in the contract you want it, click “Insert” and select “Embeddable attachment”. A box as the one below will appear there you can select the file you want to be embedded in your contract.
This function is best suitable if you want a specific file to be part of the new contract, for example you already have a contract ready and want to use the editor to add personal and signee details. Alternatively, if you just need to get signatures on an existing and completed contract, you can use the option to "Sign a PDF with Contractbook".
Note: If you choose to have an embeddable attachment you won't be able to have an external attachment at the end of the contract.
To upload an image, upload it to a link after which the image can be inserted.
Location: The URL must be inserted here
Title: Insert arbitrary titleDescription: Insert any description
6. Horizontal rule
This is just a layout feature. It is a horizontal line that helps to separate different sections of the contract.
Here you can set up a table in which you can set rows and columns. You can use this to form an overview - for example, in an owner's book.
4. Editable fields
Adding editable fields is key to create a contract 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 as shown here:
Step 2: press insert and choose editable field as shown here:
Step 3: Now you need to fill in two fields, Name and Placeholder.
Name: This is the ID of the field, if two fields share the same ID the content in the fields will be the exact same. This is used for e.g. a repeating company name throughout the contract.
Placeholder: This is what will be shown in the editable fields. If not changed this will be in the final contract.
Step 4: Press Enter to finish creating the editable field.
Example after filling in the text
5. Changing references
The box used for contact information has reference fields for the sender and recipient
If you would like to change the text in these fields, select the box at the top of the contract and choose insert followed by personal details like this:
Then simply change the text in the two boxes and press enter, next time you send a contract the references will be changed
To add attachments to a contract, go to the bottom and press add attachments
Maximum file size is 100 MB, and we support these file types:
.pdf, .doc, .docx, .jpg, .jpeg, .png, .csv, .xls, .xlsx, .xlsm, .txt
7. Standard 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 corner and your new template will appear under Your templates, in the templates section.
👇 👇 👇
Enjoy the ease of sending your next contract quicker than ever before.