Designing Contracts

designing contracts allows you to fully customize the appearance and content of your documents, making them more tailored to your institution’s needs by adjusting sections, adding fields, and setting up signature options, you can ensure that each contract is clear, professional, and easy to complete this guide will walk you through every step, from initial design to final review, so you’ll have a contract template that works perfectly for both staff and students to get started, go to home / contracts , click the contract title or edit icon, then scroll down or select design in the right side menu contract design video guide watch this step by step tutorial to see how to create, customize, and manage your contract’s sections and content contract design sections when designing a contract, you have the option to add various sections, each serving a specific purpose by default, four sections are created student info , fees , payment plan , and signatures you must have at least one signature section for each contract the fees and payment plan sections can be deleted if they’re not necessary additionally, you can add as many general sections, pdf document sections, and signature sections as needed to customize the contract further below, we’ll go over each type of section in detail and explain the customization options available to you general section general sections are flexible sections that allow you to add a variety of fields to your contract these sections can be customized to include any number of fields such as text, dates, checkboxes, and more, depending on your needs by default, ampeducator creates a general section named student info this is simply a general section that has been customized for most institutions, as it's common for contracts to start with student related information you can expand the section by clicking on the title to view more options to edit the section details, press the edit icon next to it to add or modify fields within the section, click the 'new field' button once the section is expanded general section fields when you expand a general section by clicking on its name, you can add new fields to the contract by clicking the new field button there are several field types available, which can be selected from the dropdown menu you can add new fields or edit existing ones below are the field types you can choose from display student info – displays selected information from the student profile, such as name or contact details display plain text – displays non editable plain text display rich text – displays formatted text with the option to insert merge fields staff text – a single line text field for staff to complete before sending staff text area – a multi line text box for staff to enter longer information staff select list – a dropdown where staff can select one option staff select picker – a dropdown that allows staff to select multiple options staff checkbox – a checkbox for staff to select staff radio – a set of radio buttons for staff to choose one option staff date – a date field for staff to set staff time – a time field for staff to set third party text – a single line text field for third party input third party select list – a dropdown list for third party use third party checkbox – a checkbox that can be completed by a third party third party date – a date field for third party input student initials – a field for students to enter their initials student text – a text box for students to complete student checkbox – a checkbox for students to select student date – a date picker for students to fill in student list – a dropdown list for students to select an option from as you select each field type, the available options will change for example, when selecting display student info , you'll be prompted to choose which student fields you want to display, such as name, address, and contact details when you add student input fields (such as student text, student date, or student checkbox), you’ll also see an auto map option selecting this ensures that the value entered in the contract is automatically mapped to the corresponding student profile field once the contract is signed and completed for fields that display student information (like display student info), placeholders will automatically pull data from the student profile into the contract if you need to edit a field, adjust its column placement, or reorder it within the section, you can use the icons next to each field fees section the fees section allows you to add any applicable fees to the contract you can only include one fees section per contract, but it can be deleted if it's not relevant to your contract to manually add a fee, click the + icon this will add a fee to the list you can choose from four default accounts tuition, registration fees, materials, or other if applicable, you can also select and apply any configured taxes from the dropdown menu after entering the details, be sure to click the green checkmark to save the fee before moving on alternatively, click the down arrow icon to choose from your preconfigured fees, which include session fees, program fees, course fees, and any other custom fees you’ve set up regardless of which method you choose, you can add multiple fees to the contract this flexibility ensures you can tailor the fee structure to suit the specific needs of each contract payment plan section the payment plan section allows you to add payment details to the contract similar to the fees section, only one payment plan section can be included per contract if the payment plan isn’t needed, you can delete the section to create a payment plan, click the + icon to add a payment plan item for each item, simply enter the due date, description and the amount you can add as many payment plan items as necessary to accommodate the full payment schedule signatures section every contract must include at least one signature section, but you can add as many as needed in the signature section, you'll first select the signature recipients you can choose from student & staff, student, staff, or third party if you'd like to include the date the contract is generated, simply check the show current date box this will automatically insert the generation date into the contract if you include staff as a signature recipient, you'll be asked to choose the user signature type you can select set per contract or fixed signature if you choose fixed signature , the contract will be automatically signed by the school using the staff member’s signature image additional fields will appear where you can enter the user signature name, user signature title, and the ability to upload new signature pdf document section you can add as many pdf document sections as needed to your contract these sections allow you to attach existing pdf documents for review, making it easy to reference documents within the contract to attach a pdf, simply expand the pdf document section by clicking on the title, select the pdf you want to include, and then press upload new file to attach it to the contract customizing section appearance for each section, you can press the edit icon next to it to change the section title, and decide if you want the section to be on a new page, hide the section title, or add a separator to divide sections section columns choose between 1, 2, or 3 columns for the fields you will add section title set a custom title for the section (e g , 'student info') new page insert a page break at the start of this section display title if you prefer not to display the section title (e g , 'student info') on the final contract, uncheck this option the title will still appear in the design area but will not show in the preview or pdf download add separator insert a visual separator line between sections with save (only for 'general' sections) add a save button to allow staff to save their progress while working on editable fields in this section adding contract sections in addition to the default sections, you can easily add new sections to your contract to meet your specific needs to add a new section, simply click the new section button in the design area from there, you can choose the type of section you’d like to add, including general , pdf document , or signature each new section will be added to the contract, and you can further customize it by expanding the section and adjusting the available options reordering contract sections if you need to change the order of the sections in your contract, it’s easy to do so simply click on the up and down arrows next to each section to move it up or down in the order this flexibility allows you to organize your contract in the most logical way, ensuring that sections appear in the desired sequence when the contract is finalized deleting contract sections if you need to remove a section from your contract, you can do so easily by clicking the x icon next to the section please be sure that you want to delete the section, as this action cannot be undone once confirmed