Create Contract

Choose Contracts from the main menu.

Click Create.

Either choose an existing contract to use as a template or create a new one. 

Enter a name for the contract.

Add a description (optional).

If needed, enter a new contract type or select an existing one.

Choose a folder to send the completed letter to. 

Specify whether a user is allowed to decline a contract.

Click Continue.

Use the text editor to create the contract.

1. Copy/paste text from an existing contract or write a new letter.

2. Use personalized content tags to include data such as first and last name, employee ID, etc. 

3. To create a new personalized content tag:

   1. Click Add New to import data from a CSV file or by copying/pasting it into the Import engine. 

   2. Enter a tag name.

   3. Click Add.

   4. Click Yes.

   5. Select the new tag from the personalized content tags list to insert it into the contract.

4. Click Insert Signature Line to insert a standard signature line. You can:

   1. Keep the standard signature and date.

   2. Edit the signature and date.

   3. Insert a signature image by removing the standard signature line and selecting Insert Image, then Upload Image, and then Use Image.

Click Save and Exit.