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Creating a supervision contract template

Build a reusable contract template for your supervision agreements.

To help you get started, a default template is provided.

To create a contract template:

  1. Go to Contracts.
  2. Select Templates.
  3. Click Create Template.
  4. Enter the Template Name and a brief description (optional).
  5. Review the provided contract template and use the available formatting options to update the wording, terms, and supervision details to suit your requirements.
  6. Click Create Template to save.
  7. The contract will appear on the Templates page, where it can be reviewed, edited, or sent to a Supervisee.

To create your own contract:

  1. Go to Contracts.
  2. Select Templates.
  3. Click Create Template.
  4. Enter the Template Name and a brief description (optional).
  5. Replace the provided content with your own contract wording.
  6. Use the available formatting options to organise headings, paragraphs, lists, and other contract content.
  7. Use Insert Field to add information that will automatically populate when the contract is sent, such as names, dates, and signatures.
  8. Click Create Template.
  9. The contract will appear on the Templates page, where it can be reviewed, edited, or sent to a Supervisee.