Contract templates, DOCX documents, and sending

Document generation, files, and email sending.

Last updated 20 days ago

If a document template has been selected for the contract, choose Generate contract (.docx) from the card's action menu. Hanna will populate the template fields with data from the contract, organization, project, or other relevant records. Always review the downloaded document—missing links may result in unfilled placeholders.

Store prepared and received files in the Files tab. If there are multiple documents, clearly distinguish the final version intended for signature from drafts.

To send the contract, click the email button on the card. Select recipients, add CCs if necessary, and review the email body and the attached document before sending.

Administrators create templates via System Settings → Contracts → Document Templates. Here, you can configure the name, language, order, organizations, document filename format, and content. Use the variables listed next to the editor within the template; these will be replaced with specific data during generation.

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