Uploading Your Agreement Templates

You might already have your own Agreement Templates as document files, such as a PDF, Word Doc, or Pages document.

While there's no way to automatically convert uploaded files to in-app Agreement Templates, having those still gets you a major leg up!  By creating a new Agreement Template and doing a copy-and-paste job you can get most of the way there.

What usually works best is to do a plaintext paste:

  • on Windows: CTRL + Shift + V;
  • on Mac: ⌘ + Option + Shift + V)
This ensures that the content you're adding will be web-friendly and in line with the in-app styles, and then you can go through and add whatever styling (like headers and bold) as well as interactive, form-based elements (like areas to type in initials and add their signature).