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Setting Up Contracts
Setting Up Contracts
Documents about creating, maintaining, and publishing Contracts
13 articles in this collection
Written by
Amanda Cross
and
Clare Maher
Creating your first Contract
A high-level overview of the Contract-adding process
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
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
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
Written by
Amanda Cross
Updated over a week ago
Publishing a Contract
The quick process of making the first version of your Contract
Written by
Amanda Cross
Updated over a week ago
Versions (major versus minor)
Big changes make users re-accept, but small ones don't
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
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
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
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
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
Written by
Amanda Cross
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.
Written by
Clare Maher
Updated over a week ago
Contract Admin Troubleshooting
Solutions to the most common issues while administering Contracts
Written by
Amanda Cross
Updated over a week ago