How to Create a Template

A template captures shared terms you plan to reuse. It leaves out particulars like names and dates, and uses role placeholders you will assign later (for example, Buyer and Seller; Contractor and Client).

Before you start

• Sign in

See also

• Send a proposal
• Use the draft assistant

Steps

1. Go to Templates — Open the Templates page from the top header.
2. Create a template — Click New template to start a new template.
3. Set the roles — In the Roles section, click Manage. Click Add role. Enter a Label (for example, Employer). Optionally add a description (for example, the company doing the hiring). Repeat for each role you need. Optionally click Hide to collapse the Roles section.
4. Enter the title — Type the Title for your template.
5. Draft the text — Write the template text to capture the shared intent of the parties. Use role names (Buyer, Seller; Contractor, Client) instead of specific people or company names. Leave particulars (names, addresses, dates) out; you will fill them when you use the template.
6. Use the assistant — Ask the Amicus assistant for ideas, clauses to consider, or points that may need rethinking.
7. Save changes — Click Save Changes to keep your work.