Summary:

This article covers the steps it takes to add an RTO Contract. It also includes information on how to format and variable tags.

1. How to add an RTO Contract Document Template

2. How to Enter the Verbiage (wording)

3. How to Insert the Variable Tags

4. How to Format the Contract

How to add an RTO Contract Document Template

1. Navigate to Document Templates via System > Document Templates

2. Click on “Add Document Template”

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3. Select RTO Contract

4. Fill in Required Information

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5. Add

How to add Verbiage

1. Navigate to the document content page of the contract System > Document Template > Edit

In the image below, we see a completed contract that has all the verbiage, tags, and formatting complete

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There are several ways to enter the verbiage and it will vary depending on what you already have for a contract.

You can simply start typing in the editor if you do not have anything to start with.

If you are starting with an existing Word or PDF contract

1. Copy the text of the contract and paste it into a text editor to remove all formatting and get plain text

2. Copy the plain text

3. Paste the plain text into the editor

If you are starting with an existing contract in TSA that you want to copy and apply a few changes

1. Navigate to the contract and open the editor

2. Change to the HTML editor

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3. Copy all (Ctrl-A or CMD-A)

4. Navigate to your new contract and paste the copied HTML into the HTML editor

5. Then you can make any edits that you need

How to Insert Variable Tags

Use the tabs at the top of the editor to browse the available tags

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These tags are surrounded by double curly brackets and have specific names e.g, {{ tagName }}

See this reference for help with the most common variables.- HERE

Insert Tags

1. Place your cursor at the location in the contract where you want the value to be

2. Click on the desired tab

3. Click on the desired value

The tags will be inserted at the location of your cursor when you click on the desired value.

How to Format the Contract

Use the formatting tools at the top of the editor to format the contract, as needed.

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