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Generic Agreement Template

Required Role

TEMPLATE_MANAGEMENT permission — Global roles

Generic Agreement Templates are flexible document templates for agreements and letters that don't fit the standard service agreement structure. Create as many templates as you need for different scenarios.

Creating a Template​

  1. Click New Generic Template
  2. Enter a template name
  3. Use the rich text editor to write the content
  4. Add personalisation tags where needed
  5. Apply your letterhead/branding
  6. Click Save

Common Use Cases​

  • Client addendums to existing agreements
  • Confidentiality agreements
  • Referral partner agreements
  • Custom engagement letters
  • Policy acknowledgement forms