Generate a Contract Document


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Use Case

The contract manager uses existing contract templates to create formal contract documents to be shared with the subcontractors, ensuring that all legal and project-specific requirements are included.


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InEight Contract gives you the ability to create a physical contract document that can be sent around electronically for review.


Contract Document Templates

In InEight Contract settings, you can create templates for generating contract documents.

Create template Add template to project Generate contract documentation

  • Create a template from a Word document or Excel file.

  • Add general, collection, or DocuSign tags to your template.

  • Add the template to your project to make it available for selection.
  • From the contract record, select the published template and generate a contract.
  • The values from the contract will auto-fill based on the tags included in the template.

Access the following content to learn how to create contract document templates:

Contract Templates



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