How to upload and use your own custom contract template

Written by Howard Rickard | Apr 21, 2023 11:21:28 PM

Video guide

Creating Custom Templates

In addition to creating contracts from Cloud Contracts 365 templates, you can now use Contract Builder to draft documents based on your own custom templates.

This enables you to leverage the speed and efficiency of the Cloud Contracts 365 platform with the added flexibility of being able to choose which templates you wish to create from.

Once you have uploaded your template to the Contract Library you will have the ability to customise the following contract details for each document:

Party A or B names
Party A or B addresses
Party A or B email addresses
Party A or B jurisdiction
Party A or B registered company number
Contract effective date

Please note that these are the only details enabled for customisation through the Contract Builder questionnaire tool. All other contract clauses and details will remain the same as the original template you uploaded to the platform.

Getting started

To upload your template follow these simple steps:

1. Upload your Document

From your device, select the document template you wish to upload as a template, and ensure the file format is .docx (Microsoft Word).

2. Mandatory Placeholders

Place the following mandatory placeholder tokens in the Word document where you would like the relevant contract details to be added in the final contract:

Placeholder	Description
<PARTY_A_NAME>	Party A Name
<PARTY_A_ADDRESS>	Party A Address
<PARTY_B_NAME>	Party B Name
<PARTY_B_ADDRESS>	Party B Address

Example:

3. Optional Placeholders

Now add in any of the following optional placeholders you wish to include in the template:

Placeholder	Description
<EFFECTIVE_DATE>	The date from which the agreement takes effect
<LETTER_DATE>	The date of the letter
<PARTY_A_NUMBER>	Party A registered company number
<PARTY_B_NUMBER>	Party B registered company number
<PARTY_A_JURISDICTION>	The country Party A is registered in
<PARTY_B_JURISDICTION>	The country Party B is registered in
<PARTY_A_EMAIL>	Party A email address
<PARTY_B_EMAIL>	Party B email address
<PARTY_B_ADDRESSEE_NAME>	The name which is used to address Party B

4. Create

Next, in Contract Builder click ‘Create’, this will navigate you through to the Contract Library.

5. Custom Template

Once in Contract Library, select ‘Add Custom Template’.

6. Template Name

Give your new template a name e.g. ‘Custom NDA Template – Mar2024’.

7. Contract Type

Assign a contract type to the template by selecting from the choices in the drop-down list.

8. Select Template

Click ‘Upload Template (.docx).

9. Document Scanning

The document is then scanned to identify placeholders which are then used to create the template questionnaire. You will then see a summary of the placeholders found. Any mandatory placeholders that are missing will need to be added to the document before being able to proceed to the next step.

10. Placeholders Identification

If all required placeholders have been successfully identified, select ‘Create New Contract Template’.

11. Contract Template Created and Available

Your new custom contract template is now available to select under the relevant contract type accordion in the Contract Library.

12. Select and Generate

Simply click on the new template and you will be taken through to the contract questionnaire, ready to generate a new contract.

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