Global Contracts
Overview
Global Contracts is where all document templates are created and managed — for reservation forms, unit sale contracts, and broker contracts. Templates are built once and reused across the system, with placeholder codes (Document Words) that get auto-filled with real data when a document is downloaded.
The Three Document Types
| Document Type | Used In | Selected At |
|---|---|---|
| Reservation Form | Unit Sales Pipeline | Hold step — salesman selects which form to download for the client. |
| Contract | Unit Sales Pipeline | Confirm Down Payment step — finance selects which contract template to use. |
| Broker Contract | Brokerage Module | Active Brokers → broker profile → Download Broker Contract. |
How It Works
- An admin creates a contract template in Setup → Global Contracts, writes the body text, and inserts Document Words (placeholder codes) where dynamic data should appear.
- When a user downloads the document, the system replaces every placeholder code with real data from the relevant record (unit, client, broker, etc.).
- The document is downloaded as a Word file with all data filled in automatically.
💡 Example: Writing
-broker-name-in a Broker Contract template will be replaced with the actual broker company name when downloaded.
Module Pages
| Page | Description |
|---|---|
| Creating a Contract Template | How to create each of the three document types and what fields each has. |
| Document Words | The placeholder codes available for each document type and how to manage them. |