You are signed in and on the Dashboard (Recents) view.
Steps
1. Navigate to Recents: In the left sidebar under Work Station, click Recents (clock icon). The Recents page displays your most recently accessed contracts.
2. Start a new agreement: Click the Start a New Agreement button at the top left of the Recents page. The Templates dialog appears.
3. Select or create a template: To use an existing template, click the Use Template button on the desired template card. To create a new template, click Create New Template (plus icon), fill in template details, and click Save. To continue without a template, click Continue Without Template.
4. Fill in contract details: In the Create Contract dialog, fill in the following:
Parties: Click the dropdown labeled Select Parties and choose one or more parties.
Add New Party (optional): Click Add New Party (plus icon) to open Add New Party dialog. Fill in party name and email, then click Create Party. Selected party will be added.
Contract Type: From Select a Contract Type, choose the appropriate template.
Description: Enter a brief description in the Description textbox.
Effective Date: Click the calendar icon next to Effective Date and select the start date.
Indefinite: Check Indefinite if no expiration is needed. Otherwise, leave unchecked and pick an Expiration Date from the date picker.
Requires Internal Review: Check if internal review is needed.
Requires External Review: Check if external review is needed.
5. Create the contract: Click the Create button at the bottom of the dialog. Contract is created and the dialog closes automatically. The contract opens in the Contract Editor in a new browser tab.
Tips
To cancel at any time, click Cancel (times icon) in dialogs.