How can I reorder the clauses within a Contract Template?

[TeamUp]

The title of this thread has been edited from the original: Reorder Contract Clauses.

I'm trying to reorder clauses in my contract template but cannot see how to easily do that.  I have looked up on google and apparently it is a feature but it's not intuitive.  Can anyone help me out on this - thank you

[Katie_SQ · Accepted solution]

Hi @TeamUp, 

Thanks for your question, and welcome to the Square Community! ✨

To reorder clauses in your contract template, you can follow these steps below:

1. Sign in to your Square Dashboard and navigate to Payments > Contracts > Templates.
2. Select the contract template you wish to edit, then click Edit.
3. Add any relevant details to your template, then click Next to proceed to the next page.
4. Under Library, check the box next to each clause you want to include in your template.
5. The selected clauses will move into the Selected section.
6. Use the drag and drop tool located to the right of each clause box (represented by six grey dots) to reorder your clauses.
7. Once you are satisfied with the order, click Save.
   
   

Please refer to the screenshots below for guidance.

I hope this helps! If you have any further questions, feel free to ask. 😊