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How to setup and manage templates
How to import Word document as a template?
Prerequisites Start by checking your current Word contract that you have different formatting in use at your document: The document has a title (in body text, not in header) and it has a unique styling (eg. Heading 1) Sections have a unique style (eg. Heading 2). If your document has a nested structure, containing sections and subsections, make sure that all subsections have a unique style (eg. Heading 3). By selecting a unique style for the title, sections and subsections, Dealsi
How can I create a new template?
How to create a new custom template Start creating a new custom template by first clicking the green "Create new template" in the main template screen. Write a title for the template Add metadata Metadata for the templates are: Category - What business sector does this template represent? Language - The language of the template Country or region - In which country or region this template is legally applicable? You can also write a short description what is the
How do I edit and save the documents?
How do I edit and save the document? When you are creating a template, or when you are editing draft before sending or document in negotiations, you can click the edit pen icon ("Edit section") and access the document text editor. You can edit the section title and text in editor. You can use the common text editing functions and formatting in the text editor. With Dealsign text editor: You can create optional sections by clicking the (+) button (Add new content option) next to the "Optio
Are you having problems with template section numbering?
Template section ordering troubles? This is a known unfortunate bug that occurs randomly when editing templates. Here are the instruction for resetting the template section numbering: Select "Template settings" on the upper right corner. Select "Advanced settings" and then press "Reset section numbering", and then confirm with "OK". After resetting section numbering, try to change the section order and see how it looks. Should you have any questions, please contact us through t
What is a template?
What is a template? Template is the baseline starting document for any contracting. Dealsign contracting process starts always from a template. Contract document templates are reused and sent out for negotiations and/or signature multiple times. When preparing a draft document for negotiation and/or signature, users can choose to save as a template. Creating a contract template saves the prepared fields to the document making future sends quick and easy. Sending out a template for negotiat
How can I share templates with my colleagues?
How can I share templates with my colleagues? Here are the main shortcuts for you to manage team sharing permissions and invite colleagues to access your documents: Go to Templates > Edit template > Team sharing & access. You can then invite users and groups with edit or use rights to access the template. Team sharing & access
How can I adjust indentation of the text or list in the text editor?
How can I adjust indentation of the text or list in the text editor? To increase or decrease the indent of your text or list: First, click "Increase Indent" (or "Decrease Indent"). Secondly, insert "Ordered List" (or "Unordered List). Indentation
What are the document help texts?
What are the document help texts? Help texts are special additional playbook instructions for template user. Template creator may add some additional information in to the help text sections. Template section help texts How can I edit help texts? You can edit help texts by clicking (?) button (Edit help) on the upper right corner of the section editor. You may also create additional help texts for eac
How can I add attachments to templates?
How can I add attachments to templates? You can add attachments to contract templates, drafts and negotiated contracts by clicking the "Add Attachment" button at the bottom of the contract view. When you add attachments to your templates, you will get them automatically to all contracts made from the template. You can add and remove attachments in any step along the contracting. You can add typical office document file formats, for example PDF, PPTX, XLS, DOCX, CSV, PNG, JPEG, SVG
Getting started with Templates
Getting started with Templates Templates Here are the main shortcuts for you to setup and manage templates: Start importing or creating your own contract templates, go to Templates > Create a template OR Import template from Word. More information: How to import Word document as a template?. Share your templates with your colleagues by managing the Team Sharing & Access template user permiss