Create and Manage Templates

Templates are the underlying documents that you use to build Clickwrap Groups. You can bundle contracts or display them individually at an embedded Clickwrap Location. 

 

Create a Template

1. In the top navigation bar, click Templates.
2. Click Create New located in the top right.
3. If you want to upload an existing contract, drag and drop a file into the editor, or click Drop a file or click to upload a contract.
4. If you want to create a contract directly in the editor, click Start Editing. For best practices on how to use the Clickwrap editor, refer to Use the Clickwrap Editor.
5. Edit the template. The editor is a WISYWG responsive editor and supports most formatting functions.
   1. The editor supports the font families shown below. If you import a Word document, copy HTML from elsewhere, or use in-line CSS in the code view of the template to add a new font, this font will render in the HTML but will be reverted to our default font in the PDF download of the template. 
      
6. If you want to view and edit the HTML behind your template. click the Code View icon located in the formatting bar.
7. Update the title located in the top left corner of the editor.
8. Click Save.
9. Click Publish. Your template is live. Your page will reload with a preview of your template and some relevant details.

 

Upload an Existing Template

1. In the top navigation bar, click Templates.
2. Click Upload Existing located in the top right. You are prompted to drag and drop or upload your .DOCX file.
3. Review and edit the template. There may be minor formatting changes, such as text color and positioning, from when your .DOCX file was converted to .HTML. The editor is a WISYWG responsive editor and supports most formatting functions.
4. If you want to view and edit the HTML behind your template, click the Code View icon located in the formatting bar.
5. Update the title located in the top left corner of the editor.
6. Click Save.
7. Click Publish. Your template is live. Your page will reload with a preview of your template and some relevant details.

 

Upload a New Version of an Existing Template

1. In the top navigation bar, click Templates.
2. Select the template you want to update.
3. Click the three stacked dots located in the upper right corner, and then click Upload and Replace. You are prompted to drag and drop or upload your .DOCX file.
4. Click Edit. Review and edit the template. There may be minor formatting changes, such as text color and positioning, from when your .DOCX file was converted to .HTML. The editor is a WISYWG responsive editor and supports most formatting functions.
5. Click Save.

 

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Schedule a Clickwrap Template to Publish

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Publish a Template

1. Click Templates.
2. Select the template you want to publish.
3. Click Publish located in the top right corner. Your template is immediately published.

 

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Discard a Draft

To delete a current draft that’s in progress, follow the steps below.

1. In the top navigation bar, click Templates.
2. Select the template you want to change.
3. Click the three stacked dots located in the upper right corner, and then click Discard draft.

 

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Archive a Template

To archive a template that you are no longer using, follow the steps below.

1. In the top navigation bar, click Templates.
2. Select the template you want to archive.
3. Click the three stacked dots located in the upper right corner, and then click Archive template.
   When you archive a template, it can no longer be used in Legal Centers or Groups and will only show up when you search for templates if you select "Show archived".

 

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Restore a Previous Version of a Template

You can restore a previously published version of your template.

1. Click the three stacked dots located in the upper right corner, and then click Open Version History.
2. Find the previous version you want to restore and click Restore.