Generating contracts from a template

Once an admin has set up a template, any member can turn it into a real contract in a couple of steps (viewers can't, and won't see the Create button). Fusial fills the template's variables into the .docx, creates the contract, and drops you into the same setup flow as an uploaded document — already populated with your own paper.

Starting from a template

Open Contracts from the sidebar. Alongside Upload, click Create to open the Create from template dialog.

Pick the template you want. Each one shows its name, description, and contract type. If no templates exist yet, the dialog explains that — admins see a link to "Create a template", and everyone else is told to "Ask an admin to add a template before generating contracts."

Filling in the contract

After you choose a template, the dialog shows a form built from that template's variables.

• Counterparty — choose an existing counterparty or create a new one inline by entering its Name and Domain. Fusial pulls the counterparty's logo from the domain. This is required.
• Owner — who owns the resulting contract. Defaults to you.
• Counterparty signatory — when the template collects a signer, enter their Full name and Email. These are filled into the document and saved as the counterparty's contact so the contract can be sent for signature later.
• Variables — one field per variable the template asks for, using the input type the admin chose (short or long text, date, number, currency, dropdown, or yes/no). Required fields are marked, and any defaults are pre-filled.
• Contract title — optional. Leave it blank to use the template's title pattern or name.

Variables bound to data Fusial already knows — your organization name, the counterparty's name, today's date — don't appear as fields. The form notes what was filled for you: "Auto-filled from your data: …".

Click Create contract. Fusial renders the .docx with your values, creates the contract, and takes you into setup so you can review it like any other document. Use Back to return to the template picker if you want a different one.

What you get

The generated contract starts life fully formed:

• Its type and our role come from the template.
• Its title is the one you entered, or the template's title pattern, or the template name.
• Its counterparty, owner, and any effective date, value, or term you supplied are saved on the contract.
• The filled-in .docx becomes the contract's first version, ready to analyze, assign, or send for signature.

From here, the contract behaves exactly like one you uploaded — there's nothing special you have to do because it came from a template.

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