# Legal terms templates

Write the terms and conditions you reuse as templates, translate them, copy one into a contract in the debtor's language, and see where the terms appear for the parties and in the contract's PDF.

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 {#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 {#write}

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.

![A template has a name and the text of its terms; the Company field limits it to one company.](https://jaah.app/web/image/14031-c6b2c8b2/collection-legal-terms-templates-template_form-en.png)

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 {#translate}

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 {#use}

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.

![The template's text copied into the Legal Terms tab of DCC00002, where it can still be edited.](https://jaah.app/web/image/14035-18017aed/collection-legal-terms-templates-terms_on_contract-en.png)

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 {#where}

- On the signing page of each party, in a **Terms & Conditions** section before they sign: [Get the contract signed](get-the-contract-signed#signing-page).
- 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 {#faq}

### Does editing a template update the contracts that use it? {#update}

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? {#no-create}

Only the **Manager** right on **Collection** may create or change templates. [Collection settings](collection-settings#access-rights) lists the rights.

### Is a template required? {#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.

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- Source: https://jaah.app/docs/collection/legal-terms-templates
- Updated: 2026-10-28
- Version: Collection 19.0.3.2.5
- Verified: 2026-10-28