Templates

Learn how to create and edit dynamic templates for the smoothest, most repeatable and optimized deal process.

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18 articles in this collection
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Start new template

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Updated over a week ago

Open an Existing Template

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Updated over a week ago

Editing Template "Body" Sections

Add, delete, move and number sections in your template's "body" (core legal content).
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Updated over a week ago

Add Party Elements to a Template

Add and format dynamic fields to capture information about the people/entities entering into an agreement.
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Updated over a week ago

Format Party Element

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Updated over a week ago

Add Variable Elements to a Template

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Updated over a week ago

Add tables to a contract

Create table variables in templates to fill tables row-by-row in contracts.
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Updated over a week ago

Add images to a contract

Add image variables in templates to embed pictures in contracts.
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Updated over a week ago

Set Default Value for Variable

Set a default response for dynamic variables to save time and minimize errors!
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Updated over a week ago

Appendices and Signature Blocks

Insert and format appendices (for exhibits, schedules, annexes, etc.) and signature blocks into your template.
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Written by Julie
Updated over a week ago

Overviews: An Overview!

Learn how overviews can supercharge your deal process.
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Updated over a week ago

Including all elements in Overview

Sometimes a template contains dozens of elements. How can you be sure you've included them all?
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Updated over a week ago

Linking Overview Sections

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Updated over a week ago

Secret Elements

Protect sensitive information like bank account and credit card numbers with "secret" elements.
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Updated over a week ago

Automatically Include Users on Contracts

Instantly include specific teammates on all contracts generated from a given template
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Updated over a week ago

Conditional Content

Mark content to appear in contracts only when conditions you set are present.
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Updated over a week ago

Trigger Conditional with "Hidden" Variable

Trigger inclusion of a conditional section based on a variable that is not visible in contract text.
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Written by Julie
Updated over a week ago

Customize Signature Block

Modify a signature block so only the applicable parties appear.
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Written by Julie
Updated over a week ago