Every contract and document in Connie starts with a template. You’ll have instant access to Connie’s ready-made templates, but we recommend creating your own, tailored to the contract types you use most often.
Here’s how to build a template step by step:
Step 1: Go to Templates
Open the Templates section in the menu on the left.
Step 2: Add a New Template
Click “Add Contract Template” in the top right corner.
Step 3: Add Your Content
Insert prewritten text in the new document, or start writing your contract template from scratch.
Step 4: Insert Smart Tags
Use Smart Tags to handle dynamic content such as Signer Name or Signer Phone.
Connie will automatically fill in this information or create the right form fields.
You can also add checkboxes, text fields, or even image upload fields.
Step 5: Adjust the Layout
Format your contract with:
Headline and text styles
Page breaks
Internal notes
Single- or multi-select options
Tables
Step 6: Add General Details
On the right-hand side, fill in:
Internal Title
Public Title
Template Description
Template Category
Step 7: Choose Signature Type
By default, Connie uses a Simple Electronic Signature.
💡 Danish users on Studio, Professional, or Enterprise plans can also select MitID, an Advanced Electronic Signature with higher security.
Step 8: Set Up a Signing Workflow
Add extra signers if needed.
Assign each a title (e.g., Producer, Actor, Client).
Decide whether the issuer must sign at the end.
This signing flow becomes the default for all contracts created from this template.
Step 9: Manage Expiry Settings
Set an optional default expiry date for agreements based on this template.
Allow the issuer to override this if needed.
Step 10: Configure Child Usage & Legal Threshold
Decide whether this template can be used with minors, and choose accordingly between:
Adults Only
Adults and Children
Children Only
If children are included, set the legal threshold age (the age at which parental/guardian consent is no longer required).
⚠️ Always check your country’s legal requirements.
Step 11: (Optional) Add Custom Questions
Create questions for the primary signer that appear during signing (separately from the contract).
Useful for collecting additional information that doesn't belong in the contract itself.
You can choose whether responses are automatically deleted when the associated project expires, keeping you GDPR-compliant.
Step 12: Save & Publish
Click Save & Publish.
Your template is now ready to use and will appear under Templates in the chosen category.
💡 Pro tip: Connie automatically detects the language in your templates.