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Template Content

Your agreement text lives in the Content tab of your template. You write or paste it directly into the editor — there is no file to upload. The editor supports standard text formatting, and for Generated templates, you can mark where personalized details should appear.

Writing and Formatting​

Type or paste your agreement text into the editor. Basic formatting is supported — bold, italic, lists, headings, and links. Use the live preview panel on the right to check how it will look to users as you write.

tip

Pasting from Google Docs or Word preserves most formatting. Always check the preview after pasting to make sure it looks right.

Coming Soon

Screenshot: Template content editor with agreement text in the left panel and a rendered preview on the right

Content for Standard (Static) Templates​

For Static templates, write your agreement text once. Every user sees the same content.

Keep the language clear and plain. Long dense paragraphs reduce the chance that users will read the terms before accepting. If your legal team requires specific language, consider breaking it into numbered sections with clear headings to make it more scannable.

Content for Personalized (Generated) Templates​

For Generated templates, you write the agreement once and mark the places where each user's specific details should appear. Use {{variableName}} placeholders in your text:

This agreement is entered into as of {{effectiveDate}}
by and between Your Company, Inc. and {{companyName}},
represented by {{recipientName}}.

Confidentiality obligations apply for a period of {{confidentialityPeriod}}.

When a user opens the agreement, Click fills in those placeholders with their actual data before showing them the content. Every user sees a version rendered specifically for them.

You define what each placeholder means — and what data it expects — in the Variables tab. See Template Variables for how to set this up.

Coming Soon

Screenshot: Generated template editor with placeholder variables highlighted in the content

Content for Consent Templates​

Consent templates work differently. Instead of a single agreement block, users see a set of categories they can individually agree to or decline.

Define your categories in the Categories tab first — each one gets a name, a description, and a default state. The text in the Content tab becomes the banner headline and summary shown above the category toggles.

Coming Soon

Screenshot: Consent template editor showing the Categories tab with individual category toggles and the Content tab with the banner headline above the category list

See Consent Categories for how to set up and manage categories.

Content Length and Display Mode​

How much content works well depends on how the agreement is displayed:

  • Modal and inline: content appears in a scrollable container. Long agreements work fine here — users scroll through them before accepting.
  • Popup: designed for short messages, one to three sentences. Link to the full policy page rather than putting all the text in the prompt.

See Rendering Modes for how each option looks and when to use it.

When your agreement requires careful reading, turn on Require Scroll to Bottom in Content Settings. This keeps the Accept button inactive until the user has scrolled through the full text.

Updating Content After Publishing​

You cannot edit the content of a published template. To make changes, you need to create a new version of the template and update your deployment to use it.

See Version Management for the current workflow.

Next Steps​