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Onboarding - Adding a Custom Contract

This video will guide you on how to setup your own Contract to use in the Onboarding process, including the configuring of dynamic merge fields. 

 

NOTE: For anyone using a Windows Device and adding Merge Fields in Word, please use the path Insert > Quick Parts > Field before selecting Merge Field in the below list:

Just paste your Merge Field name in the "Field Name" bar below "Field Properties", before clicking OK to save.