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How to use a Contract Template
How to use a Contract Template

You've created a Contract Template and now want to use it in a project. Here's how!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to use a Contract Template

Get a free Contract Template from our Resources Page!

Open a project and go to the Contracts tab. Click "Add text contract."

Click on the Contract Templates dropdown box to select the template you wish to use then click "Apply Template."

A box will pop up letting you know that applying this template will overwrite anything in the big text box (where it says Create contract) currently - if it's blank like the image above, great! If you've started typing something in the big text box before selecting the Contract Template, be sure to save your work elsewhere if you need it again later.

Click "Apply."

Once you click "Apply" it'll fill in the box for the contract copy so you can edit, add the signatories and toggle on (toggle to the right) ready for signature!

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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