Contract templates will save you a lot of time when creating rental and management contract documents, and will allow you to digitalize and centralize the process of creating and signing contracts from the platform.

The first thing to do is creating the contract template. To do this, you click on your email in the upper-right corner of the screen and chooose Account Settings.

Once here, open the Templates tab and click on Add Template. You can create as many templates as contract models you manage.

A small space will then appear for the Template name, the Template type option (choose the Signatures type) and a big, writing space for the contract text. Paste a preset contract template if you you already have one and substitute the blank spaces to be filled with changing fields: contract dates and amounts, tenant, proprietaries and properties' data... with the variables to be found in the deployable slots. To include the variables, click on Generic, Contracts or Bookings in the upper left corner of the writing space and all the possible variables to be automatically filled will appear. Click on the variable you need and it will be added to the document in the space you choose. When you are done, click on Save at the bottom, and your template will be created.

Once the template has been created, the next step is to create a contract document from it. To do this, go to the property page where the contract must be created and click on Add Contract. You can also create documents in contracts already created by clicking on View Contract and on the Documents tab in the menu above.

If it is a new contract, we will first add the lease data that the program will use to fill in the template. The mandatory information to create a contract in the platform are the tenants, the reference name for the lease, the monthly payment and the start and due dates, but we can also add deposits, guarantor data, etc. If you need more information on how and what to include when adding a new contract, check this article.

Once the form is filled in, two buttons will appear at the bottom of the screen, one for Save Contract and the other Next. Click on the latter, A new tab will appear to choose documents to sign. We can upload a previously created file or Generate Contract. Select this option to choose a template, the variable fields will be filled in automatically. You can always add, delete or edit what you need. If the program has not found information with which to fill a variable, it will be underlined in yellow so you will not forget to edit it.

Once ready, click on Generate document and a PDF will appear in the section for the document type chosen in the previous step.

The next step is to request the signature of the different parties. Once you click Continue with the signature, you will be taken to the Sign Digitally page. At the top, choose whether to send the document to the signatories in parallel, to send it to all parties at the same time, or sequentially, to send it one by one.

Click on Signatoires to choose who among the contacts added to the property will sign the document. You can also manually add the signer's name and email address if the contact is not included in the property. You will only be able to choose tenants, proprietaries or guarantors whose email address has been previously added in their contact information.

Afterwards, choose which document -or documents- will be signed from those added or generated in the previous step. If you want to choose where to sign the document, drop down the Signature Position option. Drag the blue rectangle with the signer's name to the part of the document where the signature should go and as many times as signatures are needed in the document.

Finally, set whether any non-signatoire emails should receive a copy of the document, how often to send reminders to signatoire ultil they sign and when the document signature will expire (if no information is added in this last field, the signature will automatically expire in 30 days if any signatoire doesn't complete their signature in time). Click on Send signature at the bottom of the form to send it.