How to Organize Contract Templates into Categories
Categories keep your templates tidy, for example "NDAs", "Service agreements" or "Employment".
Create a category
- Open Contracts.
- Select Add category (or New category).
- Enter a name and select Create.
Move a template into a category
- Open the template's menu.
- Select Move to category.
- Choose the category and select Save.
Templates without a category are shown under Uncategorized.
Rename or delete a category
Open the category menu and select Rename category or Delete category.
Deleting a category does not delete its templates. They move to Uncategorized.
Find templates quickly
Use Search templates or categories, and expand or collapse categories to focus on what you need.