Feature available to administrators only.
Contract types allow you to standardize the creation, management, and follow-up of your contracts.
From the Contract types tab, you can access all your contrat types : published or in draft and manage their main actions.
Edit a contract type name
Option 1: from the displayed name
Open the contract type
Click on the name displayed at the top left
Edit the name
Confirm
Option 2: from the settings
Open a contract type in the Drafts section
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 contributors select the appropriate contract type.
Assign a category
It helps organize contract types.
It can be used in filtered views to easily find contract types.
⚠️ Contract type categories are native. It is not possible to create additional 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 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 the ⋯ menu in the top right corner.
Select Unpublish 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 the ⋯ menu in the top right corner.
Select Duplicate the contract type.
Confirm or edit the name of the new template.
Click Duplicate this contract type.
The duplicated contract type is saved as a draft.
Duplicated elements
the document and its custom fields;
conditional display rules, clauses, and editable areas;
approval workflows;
summary sheet configuration;
advanced settings (archiving, reminders, participants, etc.);
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 Download (.docx) from the language menu.
Word document rendering
Clauses: exported as standard text.
Conditions: all conditional text blocks are exported.
Custom fields: displayed as
{field name}.
If downloading is not available, please contact support or your success manager to have it enabled. This feature is included at no additional cost.
Track the activity history related to a contract type
Changes to a contract type’s automations are now recorded in the activity log, ensuring full visibility into updates made throughout its lifecycle.
Open the contract type.
Click the ⋯ in the top right corner.
Select Show activities.
Delete a contract type
Deleting a contract type is permanent and irreversible.
Open the contract type.
Click the ⋯ menu in the top right corner.
Select Delete the contract type.
Confirm by typing Delete.
Contracts already created from this contract type keep their data, but:
it will no longer be possible to create new contracts from this type;
approval workflows associated with existing contracts will be lost.