You take a fresh-start approach to building a contract, rely on a template, or work from a Word document. To create your contract any way you want, follow these steps:

  1. From your Dashboard or Document List, click the Create button.
  2. Click Contract on the dropdown menu.
  3. The pop-up window that appears lets you choose to create your contract by
    • Checking Start with a blank contract
    • Checking the template you wish to use
    • Uploading a Word document

After you’ve made your choice, you are taken to the Build view, where you can create and publish your new Contract. Octiv auto-saves your documents within a half second of any change you make.

Keeping your contract in draft form means you—and others in your workgroup—can edit it; publishing locks in your content. You can send a contract out only after you’ve published it.


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