Intro Text  

1. To add the Intro Text for the template, click Add Intro Text in the Edit Template page. Enter the Intro Text in the Add Intro Text dialog box, then click Add.
   
   Note: Each contract type template will have two variants of the Intro Text based on the effective date of the contract. The effective date could either be From a Specific Date or On Execution.

2. To add the Intro Text for both cases, select the radio button in the Add Intro Text dialog box, then enter the text. 
   
   

   Note: A default intro text will be available in the Add Intro Text dialog box. You can use the same text, or type a new one.

3. In the Search Clause field at the top of the left panel, enter the name of the clause. Click the name of the clause from the results in the left panel to view the languages of the respective clause.

4. To set a clause language as standard, click More next to the language in the right panel, then choose Set as Standard. This change will be reflected in the Clause Library as well.

5. Select the standard or an alternate clause by clicking the checkbox next to the respective clause in the right panel. The standard clause will be selected by default when you click the checkbox next to the name of the clause in the left panel.
   
   Note: You can also select multiple languages from the same clause.

6. Click Insert at the bottom-right corner of the page to insert the selected clauses in the template.

7. To add a new clause manually, select the Add New tab at the top of the Insert Clause page. You can also click Insert Clause in the Edit Template page, then choose Add New. You will be redirected to the Add New Clause page. To learn how to add a new clause and insert fields in it, see Adding and Managing Clauses. The clause you add will be inserted into the template, and will also be added to the clause library.
   
   

8. To view the fields available in the contract type template, select the Fields tab on the right panel of the Edit Template page.
   
   

9. To edit the default value of a field in the contract type template, hover the mouse pointer on the field in the Fields tab on the right panel of the Edit Template page, click Edit  , enter the default value, then click Save.
   

   Note: The default value entered for a field will only be applied to this contract type. This change will not be reflected in the Default Value field present in the field's Edit Custom Field form.

10. To view the clauses available in the contract type template, select the Clauses tab on the right panel of the Edit Template page.
    
    

11. To reorder the clauses available in the contract type template, click Reorder Clauses at the bottom of the Clauses tab on the right panel of the Edit Template page, drag and drop the clauses, then click Save.
    
    

12. To change the question of a clause, click More  next to the clause that you want to change the question for in the Clauses tab on the right panel of the Edit Template page, then choose Change Question. In the dialog box that pops up, enter the question in the text area, then click Update.
    

    Note: The change that you make to the question of the clause will only be applied to this contract type. This change will not be reflected in the Clause Library.

Ending Text 

1. To add the Ending Text for the template, click Add Ending Text. Enter the Ending Text in the Add Ending Text dialog box, then click Add.
   

2. To add signature placeholders, click Table in the Ending Text window and select the number of cells based on the number of contract signers. After that, place the cursor in a table cell, click Insert Signatory Block to add the placeholders for the signer details. Repeat this step for all the signers.
   

Attachments 

1. To add the Attachments for the template, click Add Attachment. Choose the type of attachment and enter the attachment details in the Add Attachment dialog box, then click Add. Repeat this step for adding multiple attachments.
   
   

2. To insert a page break between the attachments, click the dropdown arrow on the Add Attachment button and select Insert Page Break.

3. To view the attachments in the contract type template, select the Attachments tab on the right panel of the Edit Template page.
   
   

4. To reorder the attachments and page breaks in the contract type template, click Re-order at the bottom of the Attachments tab on the right panel of the Edit Template page, drag and drop them, then click Save.

5. To edit, delete, or to create a copy of the attachment, place the cursor on the attachment and click More , then choose the desired option.

Note: 

• You can customize the options available under the list of attachment types via Choice Lists. To learn more, see Adding and Managing Choice List Values.

• The Attachments feature is only available in the paid plans. To learn more, see our plan comparison page.
  

Preview and Publish the Contract Type Template 

1. To view the preview of the contract template after you build the template, click Preview at the top-right corner of the Edit Template page.

2. To publish the template, click Close at the top-right corner of the Edit Template page, then click Publish at the top of the contract type details page.

After you publish the contract type template when a contract owner creates a new contract with the same contract type, the template will be available in the contract document editor. The contract owner will be able to edit the content in the template at the time of authoring. To learn more, see Creating and Authoring a Contract.