Templates

The Templates page holds your workspace's contract templates and email templates.

Contract templates

A contract template is a reusable starting point for a contract type: the standard text of your NDA, MSA or SOW, with variables where the details change.

Create a template

1. Select New template.
2. Give it a Template name, choose the contract types it applies to (one or more), and add an optional description.
3. Write the template in the editor, or insert a Word document with Insert → Word document (.docx)….
4. Add variables with {{ in the text (autocomplete suggests them), or from the Variables panel.
5. Insert approved wording from the Clause library panel.
6. Save.

Edit a template

Select Edit on a template. The editor is the same one used for contracts (see Editing), with three side panels:

• Variables: the built-in variables that fill in automatically (counterparty name, effective date, contract title and so on) and your custom variables. Select Add to create one.
• Clauses: approved clauses for the template's contract types.
• Settings: the name, description and contract types.

Select Preview to see the template with sample values, and Save & close when done. If you leave with unsaved changes, Opando asks whether to save them.

Changes to a template affect new contracts only. Contracts already created from it keep their text.

Delete a template

Select Delete on the template. You need the Templates: delete permission.

Email templates

The Email templates tab lets you change the wording of the emails Opando sends: invitations, password resets, approval requests, signing requests, reminders, renewal notices and so on.

• Search and filter templates by category and status.
• Open a template to edit its subject line and body. A live preview shows the result.
• Insert available variables such as the organisation name, contract title or link.
• Restore default puts back Opando's original wording.
• Email branding opens the logo and banner settings. See Header, footer and branding.