Creating & Managing Contract Templates

Overview:
Templates let you standardize contract creation—predefining subject lines, descriptions, types, and values for rapid reuse.

Steps to Add a Template:

1. Go to Work → Contracts, click Contract Template.

2. Click + Add Contract Template.

3. Fill in:

   • Subject * (template name)

   • Description (optional)

   • Contract Type * (select or Add)

   • Contract Value * and Currency

4. Click Save.

Steps to Use a Template:

1. When creating a new contract, select your template from the Template dropdown (appears once at least one template exists).

2. Fields auto‑populate—adjust as needed, then Save.

Tips & Best Practices:

• Maintain one template per contract category (MSA, NDA, SOW) to avoid confusion.

• Update templates when your legal team revises standard terms.

• Name templates clearly (e.g., “NDA – Standard Client”).

Troubleshooting / FAQs:

• Template not listed: Refresh the page after saving the template.

• Placeholders missing: Laywork doesn’t support in‑document placeholders—templates prefill only the form fields.