Create and edit a contract template

For whom:
Whoever runs the school
Time:
4 min

What you will get

A template ready to be picked on an enrolment. The path is Contracts › Contract Templates and the New Contract Template button.

Only the Name is required. But a template with no text produces a blank contract, and the text is the work.

The fastest route: start from the default template

Below the editor sits the Use default template button. It fills the content with a complete educational contract — parties, subject, amounts, obligations, cancellation — with the variables already in place.

It is the best starting point, even if your school will rewrite all of it: you begin with the structure built instead of a blank page.

The button warns before overwriting: "This will replace the current content with the default template. Do you want to continue?"

Before publishing the default template, read the formatting-mistakes article next door. It has one fix the payment clause needs.

If you already have the contract in Word

Paste the text into the editor and replace the variable parts with the codes. Where your contract says "the student [NAME]", delete [NAME] and click %student_name% in the variables panel.

Basic formatting — bold, italics, headings, lists — survives the paste.

The signature fields

Require student signature decides whether the enrolment waits for acceptance before moving on to payment.

Signature method chooses between Electronic acceptance, Digital signature and Physical signature.

Signing deadline takes 1 to 365 days. The hint beneath explains the count: "Calendar days after enrollment. Leave blank for no deadline."

Choosing Physical signature reveals one more field — Physical signature instructions — free text shown in the student portal beside the upload field. That is where the postal address goes, or the request for a legible photo.

Before saving: check the Preview

The Preview button beside the editor opens the contract filled with sample data. It is the only way to see the final text without enrolling anyone — and the article on checking the template, next door, explains what to look at.

How you know it worked

The green banner says Contract template created successfully., and the template joins the list with its signature method and the deadline in brackets.

If something goes wrong

You saved with no text. The template is accepted like that, and will produce an empty contract. Go back into Edit and write the content.

You pasted from Word and the formatting came out odd. Paste, review in the editor and check the Preview. Complex tables and text boxes rarely survive.

The signing deadline will not take the number you want. The field runs from 1 to 365 days.

You cannot find the Contract Templates menu. It belongs to whoever administers the account.

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