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Checklist - Contracts

What to check before you send your first contract.

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Ready for your Contracts to go live?

Ensure you've double checked the following:

  1. Write a contract template under Plan > Form templates > Contracts, check its Contract text and its personalisation tokens, and save it.
  2. Decide whether to Assign contract numbers automatically, and set the Contract number format, under Settings > Profile and terms.
  3. Check your Standard terms and the signature methods signatories can use, under Settings > Profile and terms.
  4. Create the contract categories you report by: New Category under Settings > Contract categories.
  5. Set up the Request types people can raise about a contract, under Settings > Contract categories.
  6. Review the emails sent about contracts under Communicate > Email templates, in Contracts.

Labels that name Contract use your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.