Creating a Template

Create a template from scratch

 To create a template from scratch:

  • Click on "New Document" in the navigation menu.
  • Click on "New Template". 

To create your template, you can either:

Option 1:

  • Draft your contract template directly on the Concord draft page by clicking on the  "Edit" button, and begin drafting.
  • Click on the "Edit" button and copy/paste text from another file into the draft page (make sure to check the layout of your contract after you copy/paste)

Option 2:

  • You can Import a Word or PDF file by clicking the "Import document" button in the contract edit header. 
  • Or Drag and drop any Word or PDF from your computer onto Concord (be sure to drag to the larger box underneath, as the top box is for attachments).

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On the template draft page:

  • Enter contract template title (required): choose a title that will designate this draft as a template. 

Create a template from an existing contract

To create a template from an existing contract:

  • Select a contract you want to copy as a template.
  • Once in the contract page, go to the "..." (more options) button on the top right of the document, then click on "Save as Template".

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You can find all your templates by clicking on the "Templates" tab on the left of the home page. 

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Use these articles for more information on delegating "Required Fields" or "Signature Fields" in your template to delegate to internal or external parties.

To templatize meta-data, alerts, and more, use this article learn about the "Summary Sheet".

 

 

 

 

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