Can I customize the name of my contracts?

Can I customize the name of my contracts?

Yes, you can customize the name of the contracts to make it easier to organize in your dashboard.  Currently, you cannot customize the top of the agreement just yet.  We are working on it. 

To customize the contract name for the dashboard you can change the name in the very first step of the form builder. 

To change the name of a contract in the Draft Stage do the following:

      1.      Click the three dots on the right-hand side of the contract you want to change
      2.      Click Edit.  This will take you back to the Form Builder where you can change the name.

If you want to customize the name of a contract that is in the "In Progress" stage you will have to recall the contract, which will put the contract back in the Draft stage.  You can then follow the instructions above to edit the name.

You cannot yet change the name of the contracts once they have been signed.