Barion Pixel
Home page / Learning Center / Creating Templates
Creating Templates
Templates allow you to create predefined document formats for your most common contract types and legal documents. When creating a template, you can add variable fields (such as name, date, or amounts) that will be automatically filled during contract generation. A well-structured template helps standardize documents, reduce errors, and significantly speed up contract creation. Templates can be edited, cloned, or version-controlled anytime, ensuring they stay up to date with legal regulations and company requirements.
step

In the Contract Manager menu, select “Manage Templates” to open the Template Manager list page.

step

Give your template a name, then select how many signers will finalize the contract from the dropdown menu, and set the document language.

step

Name the sender and recipient parties. For example, in an employment contract, “Employer” and “Employee,” so these labels clearly refer to the document’s signers.

step

Contract Introduction
Write a brief 2–3 sentence summary introducing the contract’s purpose and main points. This is optional — if left empty, it won’t appear in the document.
Contract Content
This is where you place the full text of the agreement — from a few paragraphs to several pages depending on the contract. Write freely to ensure all terms and conditions are included.

step

After making edits, remember to save the document regularly to prevent losing any changes.

step

The variable fields appear above the contract text by default and make each generated contract unique (for example, “Job Title” or “Base Salary” in an employment contract). These fields must be filled out by the creator or one of the parties before signing, ensuring no critical information is left blank.

step

Give each field a clear and descriptive name (e.g., “Start Date of Employment,” “Place of Work”).
Select the appropriate data type (single-line text, dropdown, image attachment, etc.) so the system validates input correctly. Fields marked as “Recipient Editable” can only be filled out by the receiving party, eliminating the need for additional data collection — speeding up the process and ensuring accuracy.

step

You can freely insert variable field codes into your text; the system will automatically replace them with the entered values during contract generation.

Use the yellow dropdown menu to select the desired field and insert it at the cursor position with a single click.
This saves time and avoids manual entry errors.

step

The system automatically manages basic sender and recipient data such as company name and tax number, so you don’t need to create these separately.

Simply select the appropriate variable field, and the system will handle the accurate automatic filling.

step

By expanding the Advanced Settings section, you can choose from the following options:

Hide automatic introduction section
Hides the formal introduction (“Made between the parties…”). When used, it’s recommended to manually write your own introduction.

step

Hide variable data section
Hides the predefined variable field section so only the inserted codes appear — in this case, all variables must be manually placed in the content.

step

Hide attachments section
Hides the “Attachments” block when image attachments are used; images must then be inserted directly into the contract text.

step

Signable via public link without login
Generates a public link for the template, allowing the document to be filled and signed without logging in.

step

Password protection
Adds a random password to the generated PDF, increasing security and preventing unauthorized access.

step

Who can sign?
Restricts signing to individuals or companies only, preventing incorrect submissions.