Skip to main content

Creating Templates

This guide walks you through creating a new template from scratch — choosing a type, adding your agreement text, configuring how users interact with it, and publishing it so it can be deployed.

Before You Start​

  • Decide which template type fits your use case. If you are not sure, see Choosing a Template Type.
  • Have your agreement text ready. You can write it directly in the editor or paste it in.
  • For Generated templates, know in advance which details need to be personalized per user — for example, recipient name, company, or contract start date. You will define these as variables in Step 5.

Step 1: Create the Template​

  1. Go to Click → Templates and click New Template.
  2. Select the Type: Static, Generated, or Consent.
  3. Enter a Name — use something descriptive that you will recognize later, for example, Terms of Service or Mutual NDA.
  4. Click Save. The template is created in Draft status and is ready to edit.
Coming Soon

Screenshot: New Template dialog showing the type selector (Static, Generated, Consent) and the name field

Step 2: Write Your Content​

Open the template and go to the Content tab.

Write or paste your agreement text into the editor. Basic formatting — bold, italic, lists, headings, and links — is supported.

For Generated templates, use {{variableName}} placeholders wherever a user's specific details should appear, for example:

This agreement is entered into by {{companyName}}, represented by {{recipientName}}.

When a user opens the agreement, Click fills in those placeholders with their actual details.

For Consent templates, define your consent categories in the Categories tab before writing the banner text. See Consent Categories.

See Template Content for full guidance on formatting and writing for each template type.

Coming Soon

Screenshot: Template content editor showing the text area with a live preview panel on the right

Step 3: Set Up the Acknowledgment​

The acknowledgment block sits below your agreement text. It controls what users must do before they can accept.

In the Content tab under Acknowledgment, configure:

SettingWhat it does
Checkbox LabelText shown next to the checkbox the user must tick — for example, "I have read and agree to the Terms of Service"
Require CheckboxThe Accept button stays inactive until the user checks the box
Require Scroll to BottomThe Accept button stays inactive until the user has scrolled through the full content
Show Confirmation DialogA second confirmation prompt appears after the user clicks Accept
Show TimestampDisplays the date and time of acceptance to the user at the moment they accept

See Content Settings for guidance on which settings to use for different types of agreements.

Coming Soon

Screenshot: Content tab Acknowledgment section showing the checkbox label field, Require Checkbox, Require Scroll to Bottom, Show Confirmation Dialog, and Show Timestamp toggles

Step 4: Customize Appearance (Optional)​

In the Appearance tab, adjust colors, fonts, and button labels to match your brand.

See Appearance & Branding for all the options.

Coming Soon

Screenshot: Appearance tab showing color pickers for background, text, and buttons alongside a live preview

Step 5: Define Variables (Generated Templates Only)​

If you are building a Generated template, go to the Variables tab and define each {{placeholder}} you used in the content. For each one, set a name, type (text, number, date), and whether it is required.

See Template Variables for the full setup guide.

Coming Soon

Screenshot: Variables tab showing a list of defined variables with their names, types, and required status

Step 6: Publish​

When you are satisfied with the content and settings, click Publish in the top toolbar.

The template moves from Draft to Published. The content is now locked — you cannot edit a published template directly. Any future changes require creating a new version.

Coming Soon

Screenshot: Template toolbar with the Publish button highlighted and the template status showing Published after confirmation

note

Need to update a published template? See Version Management for the current workflow.

Next Steps​