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Contract templates can now pull in the eligibility saved on the case

Contract templates can now pull in the eligibility saved on the case for client sign-off.

18 June 20261 min read
Contract template editor showing the Case Eligibility placeholder field inserted into a template

You can now add the case eligibility saved on a case into contract templates.

How to use it

  1. Open Contract Templates.
  2. Create or edit a contract template.
  3. Open Contract Placeholder Fields.
  4. Under Case, select Case Eligibility to copy {{CaseEligibility}}.
  5. Paste the placeholder where the eligibility wording should appear.
  6. Save the template.