Setting Up Contracts

Documents about creating, maintaining, and publishing Contracts

Eric Prugh avatar Clare Maher avatar
13 articles in this collection
Written by Eric Prugh and Clare Maher

Creating your first Contract

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

Assigning Signer Roles to fields in a Contract

A great way to simplify contracts with multiple fields that your signer is required to fill out.
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Written by Clare Maher
Updated over a week ago

Contract Admin Troubleshooting

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