Before you start
Have the current contract available as a DOCX, text-based PDF, or TXT file. Decide which parts should become reusable fields.
In Releventful
Open the contract template editor and start or edit a contract template. In Start with your contract document, select Upload contract and choose the file.
Review the imported document against your original. Check headings, clauses, dates, and the signing area. Review each suggested field and remove or correct any replacement that would change the meaning.
Select Prepare final draft or Update replacement preview. Compare the result with the original again.
Select Use in contract editor. Make any final formatting or wording edits, check the signature area, and select Save.
Check the result
Reopen the saved template and confirm the wording and replacement fields look right. Use the separate contract sending flow when you are ready to send a contract to a client.
Important to know
Importing, previewing, and saving a template do not send a contract. Rae document preparation may count toward your monthly allowance.