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.
Step 1: Access the Contract Module and go to “Settings”.
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.
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.
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.
Step 6: Finally, the final document will be downloaded as a Word file, ready for use!