This Quick Guide walks you through adding content, smart tags, workflows, and settings so your templates are ready for consistent, efficient use.
Go to Templates (menu left).
Click “Add Contract Template.”
Add your text (paste or write from scratch).
Insert Smart Tags for dynamic fields.
Adjust the layout (styles, breaks, notes, tables).
Fill in General Details (titles, description, category).
Select Signature Type (Simple or MitID).
Set up the Signing Workflow.
Manage Expiry Settings.
Configure Child Usage & Legal Threshold (if relevant).
(Optional) Add Custom Questions.
Save & Publish.