InEight Contract - Contract Document Templates

TRANSCRIPT

Welcome to InEight Contract. This video demonstrates how to create templates for your contract agreement documentation. While you can use InEight Contract to track and manage the details of a contract in the InEight software, you still need to generate a physical contract agreement for the vendor or subcontractor to agree to and sign. These agreements can include documentation for contracts, vendor change orders, payment forms, purchase orders, and other agreements like contract addendum.

In your InEight Contract settings, you can create templates for each of these types of documents. Then when on a particular contract, you can generate contract documentation that includes whatever templates you need. Let's take a look at how this works. Here we've navigated to project setting contract and are on the contract templates tab.

Notice you can create templates both at the organization or project level. Where you create them will depend on what organization level you want them to be accessed. In this case, we'll create a template at the project level, but first, let's take a look at a sample template By clicking here. You can build templates using either Word or Excel.

Let's look at a sample using Microsoft Word notice. In this example, we are looking at a vendor change order document. The areas highlighted in yellow are general tags. You can add general tags to your template to have it autofill with values from your contract record in InEight Contract.

The areas highlighted in blue represent a different kind of tag you can use called a collection tag. Collection tags allow you to autofill a table in your document with multiple values. For example, when you have multiple line items on the contract. Notice the first two pages of this sample show you the name of the tags used, while the next two pages show what the document would look like once it's generated and the tags are populated with the values from your contract.

Also helpful, the final page of the sample provides examples for troubleshooting the use of collection tags when making tables. Now that you've seen an example, let's create a template of our own. Here is a template we've started working on for a subcontract agreement. Notice we've started adding tags to the contract, so certain information will autofill with the contract detail.

These include tags that will allow the document to be signed using DocuSign. In this case, we still need to add two tags for our name as the contractor and the name of the vendor. You can access available tags back on the contract templates page and clicking here. You can choose to view either general tags or collection tags.

We'll select general tags. Here we see a list of available tags along with their location, source, and other info. From here, you can click this icon to export the list of tags to Excel. Notice the Excel file gives you some helpful instructions for how to use these tags.

You'd find the same helpful instructions for using collection tags if you selected and downloaded that option. On the general tags tab, you can copy and paste the tag names you need from the list. Great, so our contract template is good to go. Let's save it.

You go back to the contract templates page to add the template to the project. Click here to add the template. Fill out the details for this template. Below you can indicate what types of contract records can use this template.

Note, you can access the list of tags from here as well. Click here to select your template file. A notification appears as validated when the template meets all requirements. If it indicated errors, you can click on the errors to see which tags need to be fixed.

Click save and publish. The template is now ready to use for generating your contract documents. If you have admin access at the org level, you have some additional settings to manage your contract templates. Under template types, you can create templates at the organizational level, and then once published, they will be available to use at the project level.

Under template settings here, you can set up watermark options for use on your template, and here you can control other template option. After making edits, click save. Well that walks you through creating contract templates and their settings. Thanks for watching.