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How do I create a reusable electronic contract template?

Use [Contract Templates] to upload a reusable PDF, place the required template fields, and save a template that you can reuse in [Electronic Contracts].

Entry:

  • Web: [Contracts & Files] -> [Contract Templates]

Web​

Step 1 Open [Contract Templates], then click [Create New Template].

Contract Templates List

Step 2 Upload one blank contract PDF, then click [Next].

  • Supported format: pdf
  • Maximum size: 10MB
  • Upload limit: 1 file each time

Create Template Upload Step

Step 3 After the file opens in the template editor, complete the template setup:

  • Enter [Template Name] and, if needed, [Template Description]
  • Use the [Rental], [Operator], [Tenant], and [Landlord] field tabs to place the required placeholders on the PDF
  • Use [Preview Template] to check the current layout
  • Use [Re-upload the document] if you need to replace the source PDF
  • Click [Save And Exit] when the required fields are in the correct positions

Edit Template Configuration

Platform differences​

  • Web: Supports [Create New Template], PDF upload, the template editor, [Preview Template], [Re-upload the document], and [Save And Exit].
  • App: The current [Contracts Templates] tab only supports searching existing templates and previewing the file. It does not provide [Create New Template], PDF upload, or the template editor. The empty state also directs operators to create templates on Web.

Note:

  • Prepare a clean PDF with enough blank space for the dynamic fields before you upload it.
  • The same template editor is used when you create a new template and when you later edit an existing one.
  • Your template becomes available in [Electronic Contracts] after you save it successfully.