--- title: How to Generate a Contract Using Pre-Set Templates description: How to Generate a Contract Using Pre-Set Templates --- [Skip to content](https://help.traact.com/en/articles/11123944-how-to-generate-a-contract-using-pre-set-templates#main-content) English Show submenu for translations ![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=151&height=28&name=Traact_Logo_Blue%20(1)-1.png) - [Traact Website](https://www.traact.com/) Open main navigation Close main navigation - [Traact Website](https://www.traact.com/) - English Show submenu for translations - [Contact us](mailto:ops@traact.com) [Contact us](mailto:ops@traact.com) Traact Help Center - There are no suggestions because the search field is empty. 1. [Traact Articles](https://help.traact.com/?hsLang=en) 2. [Modules](https://help.traact.com/modules?hsLang=en) 3. [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management) # How to Generate a Contract Using Pre-Set Templates ## Creating standardized, auto-populated contracts is simple and efficient with Traact's contract template functionality. Follow the steps below to generate contracts using Word templates and dynamic fields. ### Generating a default contract **Step 1:** Access the Contract Module and go to “Settings”. ![](https://help.traact.com/hubfs/Knowledge%20Base%20Import/AD_4nXcEXjQLNcSIL0FPwNZiG0_uL219Y6R-79xg7BQMt6_9tchmsa2H_MOOcy5wNZv7cSLOXzx3YG7Z1Mpj8Ct85K2I3oCE6mAuxcA8JdD3OIuHjxkSKNqwuZOEpOk1DktEWfBWYQHneQ.png)     **Step 2:** In the Settings section, upload your contract template in Word (.docx) format. This template will be used as the base for generating contracts with pre-set dynamic fields. **Step 3:** Once your template is uploaded, open the Word document and select “Edit Document.” This will open the template in a new tab. On the right-hand panel, you will see the “Contract Fields” section, which lists pre-configured field codes. These codes automatically pull data from contract attributes, including custom fields, and populate the template when generating a contract.   ![](https://help.traact.com/hubfs/Knowledge%20Base%20Import/AD_4nXdL_aoEEFAV1NCnxjEztdPgr3y6hGKij0crNcacWzPRNIGiWVUjXEmI455o8DZr_dZAKRpO1iz-hQ4imiV6iO_WJ5BGDCvSj41co7zJHIy7ZOHmBuoBY77RUrDx4zaT-niOLfZT.png)   **Step 4:** Copy and paste the relevant field codes directly into your Word template at the desired placeholders (e.g., employee name, contract date, term, etc.). The system automatically saves changes when you close the editing tab.   ![](https://help.traact.com/hubfs/Knowledge%20Base%20Import/AD_4nXdcPDp4fauV2TB8fP3y2J13n_Fgk3f2_EAb2_5KPjIZ8Pezlrs3hOYTxKAfa9kPRTp95YH7KJ0rzZVxURQptimmZhfiINAsPKECxqpwR1tZjf-n6szirQUixrXmhaABYPleVoYOdA.png)   **Step 5:** Navigate to the Contracts module and open the contract you want to generate. Ensure all required fields are completed. Scroll down to the Contract Details section and click “Export.” From there, select the template you previously uploaded in Settings. The system will automatically populate the template with data from the contract record. ![](https://help.traact.com/hubfs/Knowledge%20Base%20Import/AD_4nXfSGG2YeNshLGY4lZVHJ-o2PI7B3b1xAr0dTE1Zzz55pXdSsJABGstXgzxqNvyxHUppE9zwC_hr_FI-66rSZR-bWxejIaQaEVgPLrUOZnfXT1n5gMr-igALkjPX7aQRIxN1niEF9w.png)   **Step 6:** Finally, the final document will be downloaded as a Word file or PDF, ready for use! --- **Need Help?** If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team. - [Getting started](https://help.traact.com/getting-started?hsLang=en#main-content) - [Access & Permission](https://help.traact.com/getting-started?hsLang=en#access-permission) - [Integrations](https://help.traact.com/integrations?hsLang=en) - [Modules](https://help.traact.com/modules?hsLang=en#main-content) - [Board Management](https://help.traact.com/modules?hsLang=en#board-management) - [Contact Book](https://help.traact.com/modules?hsLang=en#contact-book) - [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management) - [Entity Management](https://help.traact.com/modules?hsLang=en#entity-management) - [Home Page](https://help.traact.com/modules?hsLang=en#home-page) - [Invoice Management](https://help.traact.com/modules?hsLang=en#invoice-management) - [License Management](https://help.traact.com/modules?hsLang=en#license-management) - [Litigation Management](https://help.traact.com/modules?hsLang=en#litigation-management) - [Matter Management & Legal Request](https://help.traact.com/modules?hsLang=en#matter-management-legal-request) - [Task Management](https://help.traact.com/modules?hsLang=en#task-management) - [Tax Management](https://help.traact.com/modules?hsLang=en#tax-management) - [Services](https://help.traact.com/services?hsLang=en#main-content) - [How to](https://help.traact.com/services?hsLang=en#how-to) - [Pricing](https://help.traact.com/services?hsLang=en#pricing) - [Understanding Services](https://help.traact.com/services?hsLang=en#understanding-services) - [Troubleshooting & FAQs](https://help.traact.com/troubleshooting-faqs?hsLang=en) - [What's New](https://help.traact.com/whats-new?hsLang=en#main-content) - [2024](https://help.traact.com/whats-new?hsLang=en#2024) - [2025](https://help.traact.com/whats-new?hsLang=en#2025) - [2026](https://help.traact.com/whats-new?hsLang=en#2026) [![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=107&height=20&name=Traact_Logo_Blue%20(1)-1.png "Traact_Logo_Blue (1)-1")](https://www.traact.com/) Manage. 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