Every contract and document in Connie starts with a template. You’ll have instant access to Connie’s ready-made templates, but we also recommend creating your own — tailored to the contract types you use most often.
1. Go to Templates
You’ll find Templates in the menu on the left-hand side.
2. Click Add Contract Template
This button is in the top right corner.
3. Add your content
Insert a prewritten text or start writing your template from scratch.
4. Insert SmartTags
SmartTags handle dynamic content like “Signer Name” or “Signer Phone.”
Connie automatically fills in the correct information or creates form fields.
You can also use SmartTags to add checkboxes, text fields, or even image upload fields.
5. Adjust the layout
Choose from different headline and text styles. Add elements like page breaks, internal notes, single- or multi-select options, and tables.
6. Add general details (right side panel)
Internal title
Public title
Template description
Template category
7. Decide on the signature type
The default is a Simple Electronic Signature.
If you’re a Danish user on a Studio, Professional, or Enterprise plan, you can also select MitID (an advanced electronic signature for stronger identification).
8. Create a signing workflow
Add extra signers if needed.
Assign each a title to define their role.
Decide whether the issuer must also sign at the end.
This workflow becomes the default for all agreements created with this template.
9. Manage expiry settings
Set a default expiry date for agreements created with this template.
You can also allow issuers to override this date when creating an agreement.
10. Decide on child usage and legal threshold
If the agreement should allow parental or guardian signatures on behalf of a child, choose one of the following:
Adults only
Adults and children
Children only
If you include children, set the legal age threshold — the age at which someone is considered an adult and no parental signature is required.
💡 Remember to check your country’s legal requirements.
11. (Optional) Create custom questions
Custom questions let you collect extra information from the primary signer (outside the contract itself). These appear during the signing process and are automatically deleted once the project expires — keeping data GDPR-compliant.
12. Save and publish
Click Save and Publish. Your template is now ready and will appear under Templates in the chosen category. 🎉