First, open up the preferences page by navigating to the menu bar and clicking Other > Other Options > Preferences. On the preferences page, click the ‘Contract Setup’ tab to start editing.
Here you can edit contract types and the legal text displayed. The text editor supports HTML styling as well as custom fields.
You can add new contract types by clicking the plus sign under ‘Contract Types’ then edit the contract name, monthly fee, contract duration, etc. These values will auto-fill when a new contract is created with that particular type.
When you’re finished editing the contract preferences click the save button at the bottom of the contract setup tab.
