Use a contract template

Learn how to upload and customize a template from the platform or Teams

From the platform, go to the tab Contract Management > Templates.

You can also ask the Assistant directly in Teams or Slack!

Why use templates?

With templates controlled by legal, you secure your contracts from the drafting stage. No more outdated clauses or inaccurate entity information: each document is compliant, up-to-date and ready to use. Result: fewer risks, faster turnaround, and guaranteed compliance every time.

Download a template

Download is done by clicking the Download.

• Without dynamic content : the file .docx is downloaded directly.

• With dynamic content : a window prompts you to select records (entities, contacts) or to enter free text.

  • Only records you have access to are displayed.

  • The entered information is integrated into the document.

  • Unfilled placeholders remain visible in the form {{ }}.

Generated file name: template_name_YYYYMMDDHHmm.docx

---

Usage filters

• Filters apply a AND.

• Internal entity : single selection. If no filter, the template can be used for all entities.

• Type of agreement : single selection. If no filter, the template can be used for all agreements (e.g., cover letter).

Then follow your usual signing process.

If an integration with your e-signature tool is enabled, the contract will be automatically imported into Formality as soon as it has been signed by the other party.