How to create Agrello templates?

Agrello templates allow you to save time by reusing existing files to create new contracts. You can include dynamic fields that can be modified for each contract and also generate multiple contracts simultaneously by combining a template with Excel or Google Spreadsheet data.

To create an Agrello template, there are two main steps involved:

‍

• Prepare a template file using Microsoft Word or Google Docs.
• Add signature fields in Agrello.

‍

This guide will walk you through creating and using Agrello templates, helping you save time, reduce errors, and improve your document workflow. You'll learn how to:

• Create dynamic, reusable templates
• Properly format templates for optimal performance
• Add signature fields and finalize templates in Agrello
• Use templates to generate single or multiple documents efficiently

Let's dive in and discover how Agrello templates can transform your document creation process.

What Are Agrello Templates?

Agrello templates are powerful tools that allow you to:

• Save time by reusing existing files to create new contracts.
• Include dynamic fields that can be filled for each new document.
• Generate multiple contracts simultaneously by combining a template with Excel or CSV data.

Templates are particularly useful for frequently used documents or contracts where the content doesn't change much, such as:

• Non-Disclosure Agreements (NDAs)
• Application forms
• Terms and conditions
• Simple sales contracts

Creating an Agrello Template: A Two-Step Process

1. Prepare a template file using Microsoft Word (or Google Docs).
2. Add signature fields for PDF templates in Agrello

Let's break down each step in detail.

Step 1: Prepare a Fillable Template File

Choosing Your Tool

While Microsoft Word is the easiest option, you can also use:

• Google Docs
• Open Office
• Any text editing software that can save files in DOCX format

Creating Dynamic Fields with Curly Brackets

The key to a dynamic template is the use of {{curly brackets}} to create fillable fields. Here's how it works:

1. Identify the parts of your document that need to be customizable
2. Replace these parts with field names enclosed in double curly brackets
3. Choose appropriate field names using only alphanumeric characters and underscores

For example:

This agreement is between {{Company_1_name}} and {{Company_2_name}}.

Important Formatting Rules

To ensure your template works smoothly in Agrello, follow these guidelines:

✅ Do:

• Use only A-Z, a-z, 0-9, and underscores inside curly brackets
• Apply text formatting to the entire field, if needed

Example of correct usage:

{{first_name}}

{{company_name}}

{{0_day_clause}}

‍

⛔ Don't:

• Use spaces, special characters, or non-English letters in field names
• Apply text formatting to only part of a field

Example of incorrect usage:

{{First Name}}

{{Name & Position}}

{{Äriregistri_number}}

{{partially_**emphasized_text**_field}}

‍

Step 2: Finalize Your Template in Agrello

Once you've prepared your DOCX file, it's time to upload and finalize it in Agrello:

1. Go to your workspace and select the desired folder
2. Click on Templates, then Create template
3. Upload your prepared DOCX (or PDF) file

After uploading, you'll see the template view where you can add signature and PDF text fields:

• Signature fields: Click the green signature field button to add yellow rectangular boxes. Drag these to where signatures should appear.
• Optional PDF Text fields: When you uploaded PDF file you can also add PDF text fields. PDF text fields are not required when you use curly brackets.

Both field types will auto-save as you position them. To delete a field, click the bin icon next to it.

Using Your Agrello Template

Congratulations! Your template is now ready for use. Here's how to put it into action:

1. In the template view, click the "USE TEMPLATE" button in the top right corner
2. Choose your desired e-signature output type (read more about output types):
   • PDF document
   • ASIC container
   • Bulk Create... (for generating multiple documents at once)

Best Practices for Agrello Templates

1. Standardize field names: Use a consistent naming convention across all your templates
2. Regular review: Periodically review and update your templates to ensure they remain current
3. Team training: Ensure all team members understand how to use and create templates
4. Version control: Keep track of template versions and communicate updates to your team
5. Test thoroughly: Always test new templates with various data inputs before using them for official documents

Conclusion

Agrello templates offer a powerful way to streamline your document creation process, saving time and ensuring consistency across your team. By following this guide, you'll be able to create, manage, and use templates effectively, transforming your workflow and boosting productivity.

Remember, the key to success with Agrello templates is practice and iteration. Start with a simple template, get comfortable with the process, and gradually create more complex templates as your needs evolve.

Ready to revolutionize your document creation process? Start creating your first Agrello template today!

‍