To help you get started, a default template is provided.
To create a contract template:
- Go to Contracts.
- Select Templates.
- Click Create Template.
- Enter the Template Name and a brief description (optional).
- Review the provided contract template and use the available formatting options to update the wording, terms, and supervision details to suit your requirements.
- Click Create Template to save.
- The contract will appear on the Templates page, where it can be reviewed, edited, or sent to a Supervisee.
To create your own contract:
- Go to Contracts.
- Select Templates.
- Click Create Template.
- Enter the Template Name and a brief description (optional).
- Replace the provided content with your own contract wording.
- Use the available formatting options to organise headings, paragraphs, lists, and other contract content.
- Use Insert Field to add information that will automatically populate when the contract is sent, such as names, dates, and signatures.
- Click Create Template.
- The contract will appear on the Templates page, where it can be reviewed, edited, or sent to a Supervisee.