Generating a Contract as a PDF

To generate a Contract as a PDF, you first need to create a Contract template. A template is created from your own contract and is used by the system to fill in the data automatically.

Creating and managing contract templates

1. Go to the Profile section.
2. Open the "Settings" tab.
3. In the "Customize your contract templates" row, click the "Set up" button.

The list of your templates opens, where you can edit or delete existing templates. To add a new template, click the "New template" button.

Creating a contract template

In the template creation form you need to specify:

• The template name (for example: "Contract for civil cases with an individual").
• Make default — when turned on, the template is filled in automatically when you create and edit Contracts.
• Content — the basic Contract text, which you can change completely.

After editing, click the "Create Contract template" button. The system will save the template and add it to the list of your templates.

Using several templates

You can create separate templates for criminal, administrative and civil cases, as well as for different categories of Customers. The number of templates is not limited.

Preparing a Contract for generation

1. Go to creating or editing a Contract.
2. Choose the Contract template you need.
3. Enter the Description of services provided — this text is inserted into the Contract when it is generated.

If there are no templates yet, the Contract form shows a hint with a link to create one.

Generating the Contract PDF

1. Open the Contract page.
2. Go to the "Files" tab.
3. Click the "Generate" button and choose "Contract".

The system automatically fills the Contract with the Customer and Case data and other required information. The generated PDF appears in the Contract's file list, where you can download or delete it. All that's left is to print the document and sign it.