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Contract templates

Write the contract templates your contracts are generated from, and keep every saved version.

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A contract template holds the text a contract is generated from. Contract templates are kept under Plan > Form templates > Contracts. Contract is your organisation's own term if you've renamed it.

Write a contract template

  1. Go to Plan > Form templates and open the Contracts tab.
  2. Select New Template to open New Contract Template, and name it.
  3. Write the Contract text. Personalisation tokens fill in the contract's, the applicant's and the application's details when a contract is generated. In the preview they print blank, because a template has no contract to fill them from.
  4. Select Save. Each save makes a new version: Contract template saved as version ….

Versions

Saved versions lists every version of the template, with when it was saved; the newest is marked Current. Open a version to read it.

A saved version cannot be changed. Contracts made from it keep its text. To change the text, edit the template, which makes a new version.

Settings that shape contracts

Settings > Profile and terms holds the contract settings: Assign contract numbers automatically and its Contract number format, Preview the contract by default, the signature methods signatories can use, and Standard terms.

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.