Help Center

How can we help?

Creating a supervision contract template

Build a reusable contract template for your supervision agreements.

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. To help you get started, a default template is provided. Review and customize the content, terms, and supervision agreement details to suit your requirements. Tip: Use the INSERT FIELD buttons to add dynamic fields to the agreement. When the contract is sent, these fields will automatically populate with relevant information, including your details, your Supervisee's details, and applicable dates.
  6. Once you are satisfied with the final content, click the Create Template button at the top right-hand side of the page.

Once created, the contract template will appear on the Templates page, where it can be reviewed, edited, and sent to relevant supervisees.