Feature reserved for administrators.

Contract types allow you to standardize the creation, management, and tracking of your contracts.

From the Contract types tab, you can find all your contract types (published or drafts) and quickly access the main actions:

Rename
Duplicate
Delete

Once inside a contract type, additional actions are also available: publish, unpublish, download or view the activity history.

Rename a contract type

Rename from the title

Open the relevant contract type
Click on the name displayed at the top left
Edit the name
Confirm

Rename from Settings

Open the relevant contract type
Click on the … at the top right
Click on Settings
Edit the Contract type name field
Confirm

Configure the description and category of a contract type

In the contract type settings, you can:

Add a description

It is displayed when creating a contract.
It helps users choose the appropriate contract type.

Define a category

It helps organize contract types.
It makes searching easier through filtered views.

⚠️ Categories are native. It is not possible to create new categories.

Publish a contract type

Publishing a contract type makes it available for creating new contracts.

Open a contract type located in the Drafts section.
Click on Publish the contract type.

The contract type is then moved to the Published section and becomes available to users according to the configured access rights.

Unpublish a contract type

Unpublishing a contract type makes it temporarily unavailable, for example to update or modify it.

Open a contract type in the Published section.
Click on the ⋯ at the top right.
Select Unpublish the contract type.

The contract type is moved back to Drafts and can no longer be used to create new contracts. Existing contracts are not affected.

Duplicate a contract type

If you want to create a copy of a template while keeping all its settings, use the duplication feature.

Open the contract type to duplicate (published or draft).
Click on "..." at the top right.
Select "Duplicate the contract type".

Confirm or edit the name of the new template.
Click on "Duplicate this contract type".

The duplicated template is saved as a draft.

Duplicated elements

The document and its smart fields
Conditional display, clauses and editable areas
Approval workflows
Summary sheet configuration
Advanced settings (storing, reminders, participants...)
Usage rights

Once duplicated, the contract type can be modified according to your needs.

Download a contract type in .docx format

You can export a contract type in Word (.docx) format to share it or print it.

Open the contract type.
Select the desired language if multiple versions are available.
Click on Download (.docx) from the language menu.

Exported document content

In the Word document:

clauses appear as standard text
conditions are exported with all associated text
smart fields appear as {field name}

If downloading is not available, please contact support or your account manager to have it enabled. This feature is included at no additional cost.

View contract type activities

Changes to a contract type's automations are recorded in the activities.

Open the contract type.
Click on the ⋯ at the top right.
Select Show activities

This allows you to track changes made to the contract type.

Understand access rights to templates

Access to contract templates depends on the user's role:

Administrator and Manager: full access to templates
User and Viewer: no direct access to templates

If a user or a viewer tries to open a template link, they will see an access denied page. To share a template with these profiles, you can download the template in .docx format from the section above and send them the file.