To create a contract (or any type of customer document), click the Setup in the main window drop-down menu, then click Documents, then Merge Documents option.

Contracts, and all customer documents, are created from merge documents. Merge documents are documents that merge company, customer, and job data from the Smart Contractor database when the document is printed.

Merge documents can also merge boilerplate text. Use the Setup Boilerplate Text form to create any number of boilerplate texts. Boilerplate texts can also merge company, customer, and job data.

Smart Contractor comes with a number of sample contracts and documents. You can use these documents (after checking with your attorney), or you can create and use any number of other documents.

See the Setup Merge Document topic for information on creating and editing merge documents.

Once you have created a new contract or document, you can print it. To print a document:

1. Click on the Documents option in the shortcut menu.
2. Click on the name of the document to print.
3. Click View, Print, or Email.

Note: If you accidentally change one of the documents that comes with Smart Contractor, and you want to restore it to its original state, you can do that with the Restore Merge Document in the utility menu.