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  • How to Create Contra Predefined Templates




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You can do this by heading to Settings under near the user avatar on the top right.

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 Scroll to the Contracts boxsection, head to the "Contract TemplateTemplates"  in order to create a questionnaire. 

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You can add, edit, hide in Client Portal or delete Contract templates. 

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There are some required fields when adding new contract templates: 

  • Template Name: Enter the template name
  • Type: A customizable drop-down list to choose the type of the contract template 
  • Upload: Upload the contract template with the variables to be filled by the user once generated new contract. 

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The template can have multiple pages, groups, and variables. (these are the variables that will change whenever a new contract is created from this template)

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Enter the page title, the group title, the variable name, the question, the type, the mapped-to field, and if it is required or not. 

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When setting up the contract's variable you need to set 4 mandatory fields:

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