Insert special terms from templates
Insert common clauses into a document's special terms or acknowledgments, and save your own as company templates.
Updated 2026-10-081 min read
Applies to
- Industries
- Real Estate
- Plans
- All plans
- Feature
- Documents
Insert a template
- Open the document's Edit and click Insert from templates at the top right of the Special terms or Acknowledgments field.
- On the Templates tab, find a clause and click Insert. Rental documents list rental clauses; sale documents list sale clauses.
- The text is added to the end of the field. Fill in the 〔 〕 blanks (amounts, dates) and save.
Warning
Templates are general examples; always check them against the deal. For clauses such as move-out cleaning costs, state a specific amount and make clear the tenant agreed.
Save company templates
- In the template picker, open Company templates and click Add a company template.
- Enter a title, the text and where it applies (rental / sale / both), then Save.
- From then on, insert it from the Company templates tab. Shared across your company.
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