How to set up a new contract from a template

Read about setting up a contract template in the Add a contract template article.

  • Go to Work > Contract

  • There’s a field half-way down the first box called Template name. Click on it to see your available templates. Choose the one you want. Click Save.

Once a contract template has been used on a contract, the template is uneditable. This is to avoid the situation of the text of a contract being changed once the contract is agreed.