What this screen is for
This is the template builder. You give the template a name, a description of what it is for, and a type — custom, agreement, contract, NDA, proposal or partnership. You then list the signing parties as roles rather than people, such as employer and employee, so the same template serves every copy.
The body is written in a rich text editor. Placeholder fields are inserted where each document will differ, and a signature block is added automatically, so you do not need to lay one out yourself.
When to use it
When you find yourself recreating the same document. Build it once here, and every later copy starts from it with only the placeholders left to fill.
What you see on this screen
A narrow panel down the left holds the template's details:
- Template Name — required.
- Description — what the template is for.
- Type — Custom, Agreement, Contract, NDA, Proposal or Partnership.
Beneath it, Signing Parties lists the roles that will sign — the hint gives employer and employee as the example. A plus adds a role, a bin removes one, and each is a free text Role name. A new template starts with two.
A blue note underneath explains the Field button: it marks a spot the document will differ, written as a placeholder.
The rest of the page is the editor where the body is written, with a line beneath reminding you that the signature block is added automatically at the end, built from the signing parties on the left.
Filters and actions
- Back — returns to the template list without saving.
- Save Template, or Update Template when editing an existing one. Saving is refused, with a message, until the template has a name.
- The plus and bin buttons on the signing parties add and remove roles.
- The editor's own toolbar handles formatting, tables and the Field button.
Related
- All Templates — where saved templates are listed
- Create Document — creating a document from a template