# 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 1. 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. 2. When a user downloads the document, the system replaces every placeholder code with real data from the relevant record (unit, client, broker, etc.). 3. 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.