7- Create Contracts Without Template

Create Contracts Without Templates


You can create contracts without templates, even though having them made with templates make it simpler and convenient

Step 1
To begin with, click on ‘+’
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Step 2
Enter the contract name
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Step 3
DO NOT select ‘Template’
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Step 4
Click create contract
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Step 5
Click Add a document
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Step 6
Click ‘Browse docs’
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Step 7
Navigate to your document...
 
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Create Contracts Without Template Part 2

Step 11
Click on text
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Step 12
Enter the field name to reference in the form. this can be anything for you to recognize in the form filling
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Step 13
Click Ok
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Step 14
Place text field and size to fit accordingly
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Step 15
Enter the text to place on the contract
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Step 16
Then move to center of...
 
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Create Contracts Without Template Part 3

Step 21
Now is a good time to assign who is the signer. Click on ‘assign’ to anyone and then click on ‘Add new person’
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Step 22
Enter the signer information
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Step 23
The system will auto populate if the person is already in your contract
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Step 24
Click on ‘ADD’
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Step 25
Click on signature field again, then...
 
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Create Contracts Without Template Part 4

Step 31
Click on drop down and select the signer
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Step 32
Save the document and then click the back arrow
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Step 33
Through fill form, you have another way to change values in the contract
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Step 34
Select the document(s) to share the document(s) for signature
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Step 35
Click share
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Step...
 
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Create Contracts Without Template Part 5

Step 41
Each party will receive an email with the signed contract as an attachment
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Step 42
Now you can download or print the signed contract
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