Need to create a new contract or update an existing one? Follow these steps to generate updated or specialty contracts and remove outdated ones.
1. Go to the Order View Screen
Open the transaction that needs a new or updated contract.
Navigate to the Documents tab.
2. Add a New Contract
If you scroll down, you'll see the list of existing contracts and their signature statuses.
To generate a new contract, click the blue Add Contract button just above the right side of the list.
3. Select a Contract Template
Choose from the contract templates which are set up in your Contract Settings.
(Setting up templates is covered in another video.)
Preview the contract to ensure it's the correct template.
4. Generate the Contract
Choose to either:
Generate a PDF version of the contract.
Generate and Send the contract directly to the client.
If you plan to send it for signature through a Request Review, you don’t need to use the "Generate and Send" option.
Click the green Submit button to finalize.
You'll see a green success message, and the new contract will appear in the list.
5. Remove an Old Contract (Optional)
If you generated a new version, you may want to delete the old one.
Select the old contract to reveal more options.
Click the red Delete button.
Confirm the deletion by selecting Yes, Delete.
Need Help?
If you have any questions about generating or managing contracts, contact our team at [email protected].