How to create a template from a draft or a contract

Did you create a great contract that you want to be able to use over and over again? Or do you happen to use the same standard contracts on an ongoing basis within your organization or externally?

You can easily create a contract template from any of your Contractbook-native contracts: signed, pending, and rejected.‍ The only exception for this functionality is its usage on uploaded contracts.

How to create a template from a contract?

Step 1: First open the contract you want to create a new template from.

Step 2: Click Save as a new draft, located at the static navigation bar at the top of the document.

Step 3: The new draft you have created will automatically open.

Step 4: Once the new draft is opened, click on the three grey small dots in the top right-hand corner.

Step 5: Choose Save as a new template from the expanded drop-down menu.

Step 6: The new template will automatically open and give you the option to make any edits to it (if needed). You can send it as a contract right away or turn it into a draft each time you need a contract based on its contents. At Contractbook we recommend the second standard workflow for extra efficiency. 

You can now delete the draft you created in Step 2 or use it for the creation of another contract if relevant. 

Note: If the draft or contract you use to create a new template is shared with external parties, they will not be automatically added to the new template you create. All the steps from the guide above link to your private documents.

How to create a template from a draft?

If you want to create a new template from a draft you just start by performing Step 4 and will still complete the template creation workflow with Step 6. 

You have just created your own template, the reusable sketch of your future contracts which can be revised in a couple of steps and used as many times as needed in your legal workflows.

If you are not certain what the difference between draft and template is, here is more information we have prepared for you.