If you created a contract by adding basic contract information, you must create a contract document after creating a contract that can be used to send for review. You can generate a contract document using an existing template or import an existing contract document.
To generate a contract document
Go to the Contract Details page.
Click Generate Document.
Select a template or search for a template and select the template's file type.
Only 100 templates are visible in the Select a Template popup. Use the search box to search for a particular template.
Select a document format from the Select the Document Format section.
The options available in the Select the Document Format section are based on the document format setting configured by your administrator. For more information, see Setting Up Document Format.
Select a document protection type from the Select Document Protection dropdown.
The Select the document permission level dropdown is editable based on the document protection setting configured by your administrator. For more information, see Setting Up Document Protection.
Select the Include Watermark checkbox to apply the watermark to the contract document.
ClickCreate. A new contract document is created from the selected template.
