Contract types, your own templates and approval

Overview#

Use 種類の設定 (Contract types) to prepare the contract types your company uses. Pick a business type to load a set; per type, set names, your default side and your own Word template. You can also require admin approval before sending.

Steps#

1. Click 種類の設定 on the Contracts list.
2. Choose your business type: trade / wholesale, IT / production, construction / renovation, consulting / professional services, staffing / referral, or other.
3. Per type, set the names (Japanese / Chinese) and your default side.
4. To use your own contract, import it with Word（.docx）から読み込む; variables such as {{甲}} are filled in automatically.
5. Turn on 送付前に管理者の承認を必須にする to require admin approval before sending.

Permissions#

Turn on 契約書・電子署名 (Contracts & e-signature) in the role of members who use contracts.