Creating and managing agreement templates
A template saves the wording you want to reuse. Start with text you or your adviser has prepared; Creatures does not provide or review legal language.
Create a template
- Open Dashboard > Tools > Agreements.
- Select New Template.
- If asked, choose whether the template belongs to you or an organization you manage.
- Add a clear title, such as Farm Visit Waiver.
- Add an optional short label to help your team recognize its purpose.
Write the document
Enter the complete wording in Agreement text. You can use bold and italic text, then select a merge field to insert information that should change for each agreement.
Useful fields include the sender's name, signer's name and email, animal name, species, breed, amount, and date. Animal fields only fill when you link an animal while sending. If the document needs wording that Creatures cannot fill, add it directly to Agreement text before saving.
Select Create Template when the wording is ready. When you later edit that template, the save action is Save as New Version.
Updates create a new version
When you edit a saved template, Creatures creates its next version. Agreements already sent keep the exact version their signers received, while future agreements use the newest version. This protects the history without forcing you to duplicate the template.
Before saving a revision, read the full text again and check every merge field. A field that is misspelled or unsupported cannot be saved.
Archive instead of deleting
Archive a template when you no longer want it offered for new agreements. Existing and completed agreements remain available with their original wording. Restore the template later if you need it again.
Choose titles and labels that distinguish similar documents at a glance. For example, Farm Visit Waiver with a visitor label is easier to recognize than several templates called Waiver.
Related information
Updated on: 01/09/2026
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