To generate a contract template, log in to your user, click on your email in the top right corner and click on account settings/team settings. If you work in a team, please remember to generate the template within the team so that other colleagues can also access this information.
The types of documents that can be generated from templates from the program are:
Documents related to the rental contract: contract, annexes, extensions, terminations...
Management contracts with proprietaries
Booking documents.
In this tab, go to the Templates section and click on Add template to create a new document template.
In the Add template form fill in:
Template name: way to identify the type of document that will be generated from the template. For example Rental contract template, room contract template, two-tenant contract template...
Template type: in this case, it will be a signature type template. Announcement type templates are for sending preconfigured communications to customers.
Once this is filled in, in the text box below you can type or copy and paste the text from the contract template. Note that aspects of the design such as font type, bolding, spacing, justification... may be lost by the formatting change and will have to be specified again in this text box.
Once you have added the contract text, the next step is to customize the fields that you want to be filled automatically. The Generic, Contracts and Reservations dropdowns above the text box show all the fields that the program automatically fills in.
Generic fields work in any type of template.
Contract fields only work in contract templates, either rental contracts with tenants or management templates for proprietaries.
Reservation fields fill in rental booking documents.
To include a variable in the text:
Click on the spot in the document where the variable is to be included.
Drop down the variables menu and find the variable you need.
Click on the variable.
A code will have been added that the program that will identify the field to be filled once a document is generated. Remove, if any, ellipses, extra spaces... from the text so that they do not appear when the variable is filled in the document.
Once the document is filled in, you have access to a preview by clicking on File at the top of the writing space and clicking on Preview.
Once the contract template has been added, you will be able to generate documents and request their signature from the platform. Find out how to do it from the articles Generation of contracts with templates and digital signature.