Preview and edit a contract template

Contract templates can be opened in Preview/edit so you can review the template name, read the contract text, work with the inserted field chips, and move between the current version and older saved versions.

What you can review

• Contract Template: the template name is shown at the top of the page
• Contract text: the full agreement text and any inserted chips
• Current version: the editable working version of the contract template
• Version history: older saved versions that can be previewed
• Insert mode: used to add field substitutions from the available field groups on the editable current version
• Navigate Inserted: used to click through the chips already placed in the contract and jump to their locations in the text

note

Changes to a contract template affect future contracts created from that template, not contracts that have already been completed.

Open a contract template

1. Locate Menu, select Contracts
2. Locate the contract template row
3. Click to open the menu
4. Select Preview/edit

The contract template editor will open.

Review the contract template

1. Check the template name shown in the header
2. Read through the contract text
3. Check whether you are viewing the Current version or an older saved version
4. Use Insert Fields to add field substitutions when editing the current version
5. Use Navigate Inserted to review the fields already used

This view is used for both reviewing and updating the contract template.

View the current version

1. Open the contract template using Preview/edit
2. In the header, locate the version history button
3. Check for the row marked Current
4. Select Current if needed

The current version is the editable version of the contract template.

note

When viewing Current, the formatting toolbar and field insertion controls are available.

Edit the current version

1. Open Current
2. Click in the contract text to type or update content
3. Use the formatting toolbar as needed
4. Use Insert Fields to add or replace field substitutions
5. Click Save when finished

Changes can only be made on the current version.

Open version history

1. Open the contract template using Preview/edit
2. Click the version history button
3. Review the list of saved versions by date
4. Select the version you want to view

The selected version will open in preview mode.

note

Older versions are read-only. They are for reviewing what was saved at that time.

Review an older version

1. Open a version from Version history
2. Read the contract text and field substitutions
3. Compare it with the current version if needed

Older versions are shown in preview mode and cannot be edited.

Understand preview mode on older versions

1. Open a saved version from the version history list
2. Review the contract text only
3. Note that field insertion controls are not available
4. Return to Current if changes are required

Preview mode is useful when checking what the contract template looked like at a previous point in time.

Return from version history to the editable version

1. Click the version history button
2. Select Current

This returns you to the editable version of the contract template.

Return to the contract template list

1. Click the back arrow in the top left

You will return to the contract template list.