Preparing templates for ContractHub
A ContractHub template is simply a static PDF (i.e. that does not change). Key terms that change from one agreement to another go on the Mapping Screen and appear on your Exhibits that are generated by the platform. Below is a guide on how to transform your existing documents into a ContractHub template.
Download Our Example Template
Drafting your document
Draft a document in the editor of your choice and simply save it as a pdf file.
Signatures
Do not include signatures.
These are generated by our system.
Exhibits
Do not include exhibits.
These are generated by our system.
Agreement terms.
Including agreement terms can be useful for data that changes from contract to contract (i.e. things that change such as notice address, party names, term, description of services, etc), our system recognizes agreement terms by looking for Capitalized Words immediately preceding “(as defined in Exhibit…)” Regular definitions that won’t change can be hardwired in the contract and require no special treatment. Below are a 3 examples to demonstrate not only the value of agreement terms but how they work.
This term will be discovered by our system and stored as "Company" during the mapping process you will be asked to associate a database field to the term.
When you draft a document using the template we will generate an exhibit in this case named "Exhibit A" and insert the exhibit with a term named "Company" and populate the term with the data stored in the database field that was linked with the term during template mapping.
This term will be discovered by our system and stored as "Expert " during the mapping process you will be asked to associate a database field to the term.
When you draft a document using the template we will generate an exhibit in this case named "Exhibit A" and insert the exhibit with a term named "Company" and populate the term with the data stored in the database field that was linked with the term during template mapping.
This term will be discovered by our system and stored as "Effective Date" during the mapping process you will be asked to associate a database field to the term.
When you draft a document using the template we will generate an exhibit in this case named "Exhibit D" and insert the exhibit with a term named "Company" and populate the term with the data stored in the database field that was linked with the term during template mapping.