Legal terms templates

Most contracts share the same terms and conditions. A legal terms template holds that text once; choosing it on a contract copies the text into the contract, where it can still be adapted.

Before you start

• Creating and changing templates needs the Manager access right on Collection. With User or Supervisor, you choose templates on contracts but cannot change them.

Write a template

1. Open Collection/Configuration/Legal Terms Templates and click New.
2. Type the name, here Collection demo: Standard terms.
3. Write the text on the Terms & Conditions tab. The editor keeps headings, lists and bold text.
4. Company, shown when you work with several companies, holds your company: the template is offered on its contracts only. Empty it to offer the template to every company.

5. Save.

The list orders the templates by the handle at the start of each line; drag a line to move it. Actions then Archive hides a template from the contracts without deleting it.

Translate it

The name and the text are translated per language, like other texts of the platform: the language button beside each field opens its translations. A contract takes the text in its debtor's language, so write a translation for each language your debtors use. A language without a translation receives the English text.

Use it on a contract

1. Open the contract, here DCC00002, and its Legal Terms tab.
2. Choose the template in Template. Its text appears below at once, in the debtor's language.

3. Adapt the text if this contract needs it, then save.

The contract keeps its own copy: changing the template later changes no contract, and choosing another template replaces the text of the tab.

Where the terms appear

• On the signing page of each party, in a Terms & Conditions section before they sign: Get the contract signed.
• In the contract's PDF, Collection Report in Actions, after the signatures. The same PDF is attached to the approval e-mails and to those sent when the contract is Under Collection or Collected.

FAQ

Does editing a template update the contracts that use it?

No. Each contract keeps the text copied when the template was chosen. To give a contract the new text, empty its Template field and choose the template again; the text of the tab is replaced, so note first any change made on that contract.

Why can I not create a template?

Only the Manager right on Collection may create or change templates. Collection settings lists the rights.

Is a template required?

No. You may type the terms straight into the Legal Terms tab of a contract, or leave it empty: the signing page then shows no terms section.