How do I create a preparation checklist?

Learn how to set up a preparating checklist in automated templates.

You can add preparations that the user must check off before drafting a contract from the template. For example, “I have assured that the counterparty is not insolvent”.

To add a preparation, simply

1. Click the New preparation button in the template’s overview,

2. Enter the preparation text and click the blue Save button.

An example of how a preparation checklist looks to a user drafting a contract.