1. Go to the “Contracts” section under “Templates”
  2. Click “+Create Template”

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  1. Choose a template name, internal description, and upload your contract document(s). If you upload multiple documents, they will be appended to one document that will be presented to clients.

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  1. Next, enter placeholder recipients for the template. These fields indicate who will be signing the contract. Keep in mind this is only a template, so you won’t be entering a real clients name here. When this template is assigned to an event, it will then be assigned to the real person who is signing. Common entries for this section include “Client” and/or “Venue Manager”

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  1. Place signature fields on your contract. Keep in mind that if there are multiple signers (such as Client and Venue Manager), you can toggle who you are adding fields for in the top left.

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  1. Click on the field you would like to input (signature, date field, initials, etc., then click on the line you would like to input that field. By clicking on the signature box, you will be able to configure advanced settings, such as making the signature required (it is required by default).

    For more information on advanced settings in signature fields, please reference this documentation from Signwell; https://help.signwell.com/article/304-conditional-logic

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  1. Recommended By choosing “auto fill” in the top left, you will be able to place fields that autofill for each contract. For example, if “date signed” is an autofill field, the These auto fill fields include date signed, name, email, company, phone, and title. The signature field will only be available in “standard”

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  1. Once all your fields are configured, press “finish template” and customize the email that will be sent to clients, and press save.

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  1. Finally, select the order in which the document should be signed, or choose everyone signs at the same time. Then press save in the top right of the screen.

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