How to create Agrello templates?

Agrello templates allow you to save time by reusing existing files to create new contracts. You can include dynamic fields that can be modified for each contract and also generate multiple contracts simultaneously by combining a template with Excel or Google Spreadsheet data.

To create an Agrello template, there are two main steps involved:

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• Prepare a template file using Microsoft Word or Google Docs.
• Add signature fields in Agrello.

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Prepare a template file using Microsoft Word or Google Docs

Creating a template using Microsoft Word is easy. However, you can also use Google Docs, Open Office, or any other text editing software as long as you can save the file in Docx format.

Agrello templates are useful for frequently used documents or contracts where the content does not change much, such as NDAs, application forms, terms and conditions, and simple sales contracts. A template is essentially a Docx file that contains dynamic fields marked with {{curly_brackets}}. These fields can be filled with data once you create a new document based on that template.

To create a field in your Word document, you need to insert the field name, starting with {{, followed by the field name, and ending with }} where the field should be placed in the text. Choose an appropriate field name using only alphabet characters, numbers, and underscores, for example, {{Company_1_name}} and {{Company_2_name}} for two counterparties.

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To better understand how it works, you can download an example template.

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ℹ️Important note!

As we have witnessed some corner case errors when handling Word DOCX fields marked with {{curly_brackets}} we need to implement a few restrictions on using fields in Word documents.

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Use only alphanumeric characters inside the curly brackets: A_Z, a-z, 0-9 and underscores.

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Correct:

{{first_name}}
{{company_name}}
{{0_day_clause}}

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Incorrect:

{{First Name}}
{{Name & Position}}
{{Name&Position}}
{{Äriregistri_number}}

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Using text formatting inside or partially inside the curly bracket is not allowed. If you want to use text formatting, enclose the whole field with it.

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Correct:

{{emphasized_text_field}}

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Incorrect:

{{partially_emphasized_text_field}}

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! Please review the existing template files, and make sure they don’t use incorrect syntax. You can download the template file, update the fields in Word and create a new template with correct syntax!

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How to finalize template on Agrello platform and add signature fields

Once you have created a template using Microsoft Word and uploaded it to the Agrello platform, you need to add signature fields to the template as well.

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To upload a new template, go to your workspace and choose the folder where you would like the template to be. Click on Templates and then the "Create template" button and choose the prepared docx file from your computer.

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After the upload, template view is opened. You can add signature fields or Text fields by pressing either of the green buttons.

• Signature field is a blue rectangular box that marks the spot where signatures will appear after signing the document. You can drag it to the correct place and press green button "Save field". You can delete the field by clicking the bin icon next to the rectangle.

• Text fields are white rectangular boxes that you can drag around and later will with text. Press "Save field" when you are done with it. You can delete the field by clicking the bin icon next to the rectangle.

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Now your template is ready for use - press "USE TEMPLATE" button on the right corner to create a document from it.

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