Adding a Contract

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:


You can load Contracts in two ways: 

  • 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 this option and see an editor field. You can type the Contract right here or paste it in from another document. 

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. 


Add tags the describe the Contract. Later, people in your company can search for Contracts based on the tags.


Here's a video if you'd prefer to paste in your document from Word and what to look out for:




More questions? Just 
 
submit a ticket or email us at help@pactsafe.com.