From your dashboard, click the "Templates" tab. 

Then click the "New Template" button. 

You can create a template three ways:

  1. From Blank (brand new template)

  2. From Existing (a copy of one of your preexisting templates, like doing a "Save As")

  3. From Upload (must be .docx file type)

Next Step: Complete Your Template!

To complete your template, adjust formatting of the contract text until it looks the way you want it; define elements where you want to place fill-able fields in your contract; and add a signature field where parties can e-sign.

New to creating templates? Start here.

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