# Create and edit a contract template

> From the button to a saved template, with the short route for schools that already have the contract elsewhere.

## 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

> [certo]
> 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

> [erro]
> **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.


---

https://edupay.estudiosite.com/en/ajuda/getting-started/create-a-contract-template
2026-08-05