To create your template, you can either:

• 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).
• Import a Word file by clicking "Import document" button in the contract edit header. 
• Drag and drop any Word or PDF from your computer on to Concord.

Create a template from an existing contract

To create a template from an existing contract:

• Go to the "In Progress" tab on the left of the page, then click on the title of the contract you want to copy as a template. 
• Once in the contract page, go to the "..." (more options) button on the top right, then click on "Copy as a Template".

Summary Sheet of a Template:

The summary sheet is available across all stages. Therefore, you can define the summary sheet on a template, document in approval, negotiation, as well as on signed documents.  

For instance, define the Summary Sheet from a template, so:

• information will travel to any document generated from the template, and
• renewals will automatically be set once the document is signed

 To find more information about the Summary Sheet, use this link.

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