When it comes to creating a new project, Tomorro offers you 3 options :
Create a new project starting from an internal template / a template that is available for your company;
Create a new project starting from an external template / your conterparty's template for exemple;
Store an already signed project in Tomorro.
Let's see how you can proceed to start with an internal template.
Create a new project in Tomorro
At Tomorro, we use the word "project" to describe a contract. Why not using the word "contract"? Because we give you the ability to add a lot more than the signed PDF of the contract: you'll be able to centralize everything (files, comments, participants, versions etc) in one single place: the project.
To create a new project, first click on the blue button in the bottom left corner of your account: "+ New project".
Select the right option
Then you can choose how to start the new project.
Here, select the option "Use one of your templates" to select the template you need among the ones available for your organization.
Choose the right template
Once you've clicked on "Use one of your templates" option, you'll have to choose the contract type, meaning to choose among all the templates that are available for you the one that you need.
The list on the screenshot below won't obviously be the same for you. You'll have access to the contract templates that the Tomorro administrators of your organization have granted you access.
Click on a project type to select it.
Fill in the creation form to get the right project
Select "Use document template"
Fill out the contract information
The information of the project are essential to create the project in Tomorro:
Name of the counterparty
Destination folder
Language of the contract to generate (if many available, you'll be able to choose the one you need)
Name of the contract.
By default, the destination folder and name are automatically generated depending on the type of contract you have chosen. It means that has been set up by the administrators.
Fill out the attributes/fields
It is necessary to fill out the fields value - when there are some additional fields to fill - because they have been added by your company’s admins to define which clause has to be inserted or not in a contract.
These are obviously only examples, everything will depend on what has been configured for your account - it is possible that you don’t have any field to fill out.
Create the project
Once everything's been filled, let's create the contract and start negotiation/signature!
Just hit "Create project" button below the creation form.