Create Your First Contract

Create a Contract from a shipment's Setup, edit it and download it as a PDF.

  • ForUsers allowed to prepare commercial documents
  • Task timeAbout 4 min
  • Video1:03
  • Last checked2026-10-22

Overview

A Contract can start from the shipment's Setup values, a blank page or another document.

What you'll learn

  • Choose the Contract type and start
  • Create and open it
  • Edit and save changes
  • Preview and download a PDF
1:03 · Captions are on by default. The video plays only when you press play.

Before you begin

Step-by-step guide

  1. Start a Contract

    In Commercial documents select + Add in the Contract column for your shipment (or Create document, then Contract). Choose Start from Shipment Setup, then check Issued by (Own Company) and Format.

    The Create document dialog for a Contract.
    Step 1

  2. Choose the values to copy

    Tick the Setup values to copy into the contract. Unticked values stay empty; you can fill them in the document.

    The list of Setup values to copy.
    Step 2

  3. Create and open

    Select Create and open. The Contract opens with the shipment's Setup values and is saved.

    A new Contract filled from Setup.
    Step 3

  4. Change a value

    Click a value on the page to change it, for example Add contract date. Type the date and select Apply; the change saves straight away.

    Editing the contract date.
    Step 4

  5. Preview and download

    Select Preview to check the layout, then Download and PDF. Earlier files stay available in History.

    The Download menu with PDF selected.
    Step 5

Expected result

The Contract is saved and you have its PDF.

Next tutorial

Video + guide1 min videoUnderstand Shipment OverviewRead a shipment's Overview: documents, fields needing attention, people and progress.

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