InEight Contract - Generate a Contract Document

TRANSCRIPT

Select a contract to open. Once the contract opens, select generate contract document. From the available templates list, select one or multiple templates and move them to the selected templates list. Using the arrows, arrange the order in which the templates will be.

Click next. The review template screen displays the information that will update the tags within your contract document. If you chose multiple templates, select the pull down arrow to display each template's fields and make changes as needed. If you chose to view the templates as a pdf, the file will display all the templates as one PDF file.

Select the preview document button to see the fields with the updated information. You have now created a contract template and tied it to an existing contract.