Create or edit a contract template

Learn how to add or update a contract template in the proper format in Formality.

Create a template

Go to the Contract Management and click Import a new template

Main information

• File (required)

• Name (required)

• Description (required)

Dynamic content

A template may contain placeholders (dynamic fields) that will be filled with existing data in Formality or entered manually.

• Each placeholder must be defined only once per template version.

• This configuration is technical: it is recommended to do it with the help of a CS team member.

Possible references (optional):

• Entities (internal or counterparties)

• Contacts

• Free text

Placeholders ↔ references mapping (optional):

• Placeholders are automatically detected in the document using double braces {{ }}.

• In the editor, each placeholder can be linked to a property (e.g. Internal Entity X.formeJur).

• References in free text do not have associated properties.

Applicability

When creating, you can specify:

• one or more internal entities

• one or more types of Agreement

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Update a template

• All fields, including the file, can be modified

• As soon as a change is made, the update date is automatically refreshed