How to create e-contracts in Pawlytics

Learn how to create 100% customizable e-contracts right from your Pawlytics account!

E-contracts are at Pawlytics! This article will show you how to CREATE e-contracts. Please note that only Admin level Users are able to create and/or edit e-contracts. Any User in Pawlytics will be able to send e-contracts. To learn how to SEND e-contracts, please click here.

Table of contents (click the underlined titles to skip to that section)

• Video tutorial
• How to turn on your e-contracts feature

• How to create e-contract templates

• Glosary of tools for formatting your contract body
  • How to add a link to your contract
  • How to request initials on a line

Turn on your new E-Contract feature

• Navigate to your organization's settings and click on "E-Contracts". 
  
  
  
  
• Toggle on and confirm that you want to turn on this premium feature. Please note that each signed contract will add $1 to your monthly bill.  
  
  
  
  

Create Your Contract Template

Now that your feature's been turned on, you can start creating and saving your contract templates!

• First click on the "Add New E-contract Template" button. 
  
  
  
  
• Give it a title that you'll easily recognize. This will be the name of the saved copy file you will see in the pet and/or person's file section.
  
  
  
  
• Scroll down just a bit to see where you'll enter the contract's body. You can copy and paste your existing contract or build it from scratch directly in the text box.
  
  
  
  

• Once you're happy with your contract, click "Save", and you'll be taken back to the E-Contracts page where you'll see your new template!
  
  
  
  

Now that you have your e-contract created, learn how to send them by clicking here!

Glossary of tools for formatting your contract body

Icon	Format	Example
	Header 1 is our largest header text option - typically used at the top of a contract
	Header 2 is a slightly smaller header text - perfect for separating pet or people information from the body of the contract itself
	Header 3 is smaller still - good for separating out sections of the contract agreements
	Header 4 is the smallest header option with greyer text. Perfect for subheadings
	This button allows you to add bulleted text lines
	This button allows you to add numbered text lines
	This button will decrease the indent of your text, moving it back towards the left	Decreased indent text text text
	This button increases in the indent, moving it towards the right	text text text Increased indent
	This will bold your text	Example bolded text
	This will italicize your text	Example italicized text
	This will underline your text	Example underlined text
	This will strikethrough your text
	This is to align your text to the left	Example left align
	This it to center your text	Example center align
	This is to align your text on the right	Example right align
	This is justified text. Each line of text will shift so that they begin and end at the same place unless you hit "enter" for a new line.	This is an example of justified text. Think of text on book pages
	This is to hyperlink your text (link text to a website)	Example link
	This is to ask for initials on a line

Additional formatting help

How to add a link to your contract

• To add a link to your contract, highlight the text you would like the signer to click on and click the button. Paste your link into the box that appears

• Once you've created your link, you can now click on it in the template if you need to 1. edit the link address, 2. open the link to double check it's directing to the right page, or 3. remove the link.

How to ask for initials on certain lines

• Have your cursor where you would like the initial for the line to be (in front of the line of text, in the middle somewhere, after the text) and click the button.
  

(click here to see how this will look to your signers)