Editing the document text and generating the PDF
How to load the template on the contract action form, edit the document text, and generate a PDF from it that is stored in the document centre.
The forms of amendment, termination, completion certificate, registration, deal, annex and offer share a Document text card at the bottom. Here you edit the text loaded from the template and generate a PDF from the saved text.
Steps
- Open the action (for example Contract amendment from the More actions menu in Contracts → Contracts) and fill in the parameters on the left.
- On the Document text card at the bottom choose the template and language.
- Click Load from template: the template appears in the editor filled with the current form data. Placeholders that could not be filled are listed.
- Edit the text; enlarge the editor with Full screen.
- Save the form — this stores the text.
- Click Generate PDF from this text. For a new, unsaved record the button saves first and then generates the PDF automatically.
- View the finished document with Open document.
Good to know
- The PDF is always made from the saved text, not directly from the template — manual edits are kept.
- The PDF goes into the document centre, linked to the contract, in the storage set for contracts of the client company (local storage or Drive).
- The contract's own text is edited on the contract form per language tab; if empty, the template text applies.
If the client company has no storage rule for contract documents, no PDF is created and the system says so ("no storage rule"). Create the rule in the document centre settings.
Example
For an amendment of contract SZ-2026-0012 you load the Hungarian template, write the changed commission into paragraph 2, save and generate the PDF. The document is stored in Sample Ltd.'s Drive storage and appears among the contract documents.