Creating legal Contracts in PactSafe is super easy to the point of actually being fun. Let's get started, shall we? OK. You can add a new Contract anywhere in the PactSafe application. You'll see the icon to Add Contract on the left:
The Contract adding screen appears. From here you can:
Click or drag to upload a Contract. You can upload a PDF or Microsoft Word document (.DOCx only) that you created previously.
Start from scratch. Click the Start Editing option and see an editor field. You can type the Contract right here or paste it in from another document.
Pro Tip: When to choose a PDF
Most of the time, you want to upload a Word file or start your Contract from scratch. Both approaches result in an HTML Contract that can support a lot more in terms of logic and customization. However, uploading a PDF version of a Contract might be the better choice when you have an existing Contract ready to send that doesn't have fields or only requires a simple signature from your Signer.
In the GIF below, you see the steps to upload an existing Word document.
Next you find yourself in the Contract editor, with tools to make your Contract look just how you want it.
You'll want to format the Contract to make it look just how you want it and add fields to the Contract (Word docs or PDF docs) so that Signers know what to do when they receive a Signature Request.
Still have questions? Just open up a chat or email us at firstname.lastname@example.org.