How do I manage my contract templates?

Create contracts based on models from the template library, accessible from the DiliTrust homepage.

From these contract templates, gain time and standardize your contracts.

In this article, learn how to :

• Organize the templates
• Create a contract from a template
• Share the templates
• Edit or delete a template

⚠️ Only administrators and jurists can share, modify and delete templates.

To learn more about DiliTrust's roles, see the dedicated articles.

Organize the templates

You can choose to organize your templates in alphabetical order or by creation date.

To do so, click on the arrows on the right of the name by which you want to order your templates.

When the arrow is green, it indicates the order by which it is organized.

You can choose to only see the templates created or modified by yourselves, if your role allows it. To filter your templates :

• Click on Filter by
• Select the view : Created by me or Modified by me

That way, quickly find the templates you created or modified. 

To once again have a global view of your templates, click on the view in question.

Create a contract from a template

To create a contract based on a template :

• Select a document type
• Choose a contract template
• Click on the 3 dots on the right of the template
• Select Create a new document

Before creating your contract, follow these steps:

• Fill in the form with the important information concerning your contract (Social denomination, Siren, key dates, etc.), then click on Next;
  Note that every field must be filled in, to move to the next step.
• Indicate a title for your document and choose its location in your folders.
• If you want to ask for a proofread, notify a DiliTrust user and leave a comment. Enter @ then the user's name and your message.
• Click on Create my contract

If you want to learn more on how to edit a contract, see the dedicated article.

Share the templates

Render the templates visible to the teams of your choice. 

• Select a template
• Click on Modify visibility
• Choose the teams concerned by the template in question

⚠️ To keep seeing the template, make sure to add yourself to the list of people the template is visible for.

When a template is visible only to some teams, DiliTrust will indicate on the template which teams can see it.

Edit or delete a template

At any given time, an administrator or lawyer can, you can modify the templates.

Click on Edit, it will open DiliTrust's text treatment tool, allowing you to modify the template.

Set up the variables and free paragraphs that your users will be invited to fill out when creating their contract from your template.

You can add clauses from your clause library. If your clause library is not created, see the dedicated article to learn more about it.

You can also delete the templates of your choosing:

• Select the type of document
• Choose the template in question
• Click on the 3 dots on the right of your template
• Select Delete
• Confirm your choice and click on Delete in the pop-up window.