What is a contract template?

Discover what contract templates are used for and how they ensure consistency of legal documents.

Overview

Legal teams can make approved document templates available so their colleagues can use them with confidence. The goal: ensure consistency of contractual terms and compliance with internal standards.

Templates are in .docx format and can be edited after downloading from the platform.

Usage rules

• Only administrators of a workspace can create and update a template.

• All team members can download templates related to agreements.

• Only the .docx format is accepted.

• The Assistant identifies templates by their name, description and content.

• The usage context of a template can be specified by two optional filters:

  • Internal entity

  • Type of agreement

• The date of last publication is displayed to ensure the template is up to date.

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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

The generated file is downloaded only to your computer and is not stored by Formality, to guarantee the confidentiality and full control of your documents.

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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).