How to create a contract?

You can create a new contract by using one of your existing templates and saving it as a new contract draft, or by starting from scratch. With Contractbook, you can also easily sign a pre-existing .pdf document or any of your .doc, .docx, .png, and .jpg files.

Go to either the Templates or the Documents tab from the top main menu.

Click on the blue button called Create new on the top left-hand side of the screen and choose Create new document to create a contract. You can choose to start with a new blank draft or create a draft from one of your own or Contractbook premade templates. 

• As a suggested workflow, we recommend you use a template and turn it into a draft

You can also choose the option to Sign a PDF with Contractbook. This allows you to quickly and easily sign a pre-existing .pdf document or any of your .doc, .docx, .png, and .jpg files.

How can I make changes to my Contractbook documents?

Remember to work in Create mode, or set the Full-text editing option toggled on in order to make any changes to the contents of your documents.

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Step 3. Choose who will sign the contract.

How can I add my company's logo to my contract?

You can customize your contract by adding your company logo (click on Use team logo) or upload any other logo (click on Add logo).

Editing the body of my contract:

If you are creating a contract from scratch, you can use the different features of Contractbook editor to compose the contract's body.

If you are using a template instead you can adapt the contents precisely as it fits.

Note: Remember that you need to first save the template as a draft in order to then turn it into a contract by initiating the signature process. 

Filling in required Data fields in my contract:

If there are any required Data fields, please remember to fill them in before sending the contract for signatures. You need to work in Create mode or have the Full-text editing option toggled on in order to fill in any Data fields. 

A Name Data field in Create mode will look like this:

A Name Data field in Preview mode will look like this:

If you want your Recipients to fill in the information in the Data fields, you can follow this guide. 

How can I go to the next Data field in my contract?

By holding down the tab key you will move right to the next Data field in your contract. This is more efficient than scrolling through the entire contract manually if you know the contents well and do not need to read them through.

The recipient of the contract can be the one filling in the information in the Data fields. Simply share the contract draft with them and allow them one of the following permissions:

• Fill document: A collaborator can fill in the Data fields available in the draft
• Edit document: A collaborator can edit the entire body of the draft, including any Data fields
• Full access: A collaborator has the same permission rights as the owner of the draft and can fully manage the draft

Read more about sharing drafts with your collaborators here.

If you need to attach any appendixes, terms of service, etc. to the contract, you can do that from Add attachments section in your draft:

After the body of your contract is completed, you need to make sure to define the recipients by populating the recipients' details across your Party and Signee fields.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.