Rather than filling in the fields in a template to generate an agreement, there are occasions where it may be more suitable for another stakeholder to do so. The option to generate a template as draft in a workspace allows one part to choose the relevant template and another stakeholder to fill in the required details before generating the agreement,

You are able to generate templates as a draft to all Internal and External Rooms that you have access to. This can be done from the Template Library or from of your Workspaces.

To access the File Upload Drawer, click the Add Agreement button under the Files section.

In the File Upload Drawer, access your templates by selecting the Generate Agreement from Template button.

You will be brought to the Template Library where you can follow the following steps as stated under Generate Template as Draft from Template Library.

You can access the Template Library by click on the Templates button in the left navigation bar.

You will be brought to the Template Library where you can see the following:

For more information on the different sections, please refer to this article:

You are only able to generate a draft agreement with dynamic templates (template with contract generation form). To use a dynamic template, click on the Generate button in the template tile.

You will see the Contract Generation Form with the fields you have to fill in.

After you are done filling in the fields, you can either click on:

After clicking on the Share Draft, you will be able to rename the Draft Name as well as prompted to select or create a Workspace to share the draft with.

After selecting the Workspace and Room to share to, click the Next button.

After the template is generated, you will be prompted to fill in an optional message.

To proceed, click on the Upload button.

To learn more about using templates, check out this article.

To learn more about creating templates, refer to this article.