Setting Up Contracts

Documents about creating, maintaining, and publishing Contracts

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13 articles in this collection
Written by Amanda Cross

Creating your first Contract

A high-level overview of the Contract-adding process
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Written by Amanda Cross
Updated over a week ago

Formatting and adding fields to Word Contracts

Using the editor tools to make your Contract and the fields on it look great
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Written by Amanda Cross
Updated over a week ago

Adding a Signature Block to a PDF Contract

Making a place on your PDF Contract for Signers to sign
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Written by Amanda Cross
Updated over a week ago

Making a Contract Public

The process that puts a Contract on your Legal Center, lets you add it to Groups, and creates a URL for it
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Written by Amanda Cross
Updated over a week ago

Publishing a Contract

The quick process of making the first version of your Contract
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Written by Amanda Cross
Updated over a week ago

Versions (major versus minor)

Big changes make users re-accept, but small ones don't
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Written by Amanda Cross
Updated over a week ago

Cloning Contracts

Making a clone of a Contract so you can make minor adjustments to wording or format
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Written by Amanda Cross
Updated over a week ago

Deleting a Contract draft or whole Contract

Abandoning changes to a Contract or wiping the Contract out of existence, including its stats
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Written by Amanda Cross
Updated over a week ago

Tokens and fields

Describes tools for getting specific values into Contracts without having to make a different Contract
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Written by Amanda Cross
Updated over a week ago

Logic in Contracts

Introduces powerful tools to change the text in a Contract based on token values
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Written by Amanda Cross
Updated over a week ago

Adding tags and other properties to Contracts

Finding the key value, making the Contract public, sharing the Contract across accounts, classifying the Contract, and adding tags
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Written by Amanda Cross
Updated over a week ago

Assigning Signer Roles to fields in a Contract

When your Contract has a lot of Signer fields, Signer Roles speed up the process of sending it for signature
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Written by Amanda Cross
Updated over a week ago

Contract Admin Troubleshooting

Solutions to the most common issues while administering Contracts
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Written by Amanda Cross
Updated over a week ago