Organisation and contract numbering

Organisation profile

Under Settings, Organisation, enter your full registered legal name, trading name, registration (CR) number, VAT number, registered address, country and contact details, then click Save organisation details.

Once saved, every new contract automatically lists your organisation as our side in its Parties panel, and templates can use these fields, which fill in when a contract is created:

Field in a template	Filled with
[organization.legal_name]	Full registered legal name
[organization.registration_no]	Registration number
[organization.vat_no]	VAT number
[organization.address]	Registered address
[organization.signatory_name]	Default signatory’s name
[organization.signatory_title]	Default signatory’s title

Signatories

In the same section, add the people who sign for your organisation with their name, title and email. The first one added becomes the default; use Make default to change it. The default signatory is pre-filled as your signer when a contract goes for signature, and can be changed for any single contract.

Contract numbering

Under Settings, Contract numbering, every new contract receives a number from the format you set. Numbers are assigned once and never change.

Part	Meaning	Example
{TYPE}	The contract type’s prefix (set under Lists)	MSA
{YYYY} or {YY}	The year	2026 or 26
{CP}	The counterparty’s code from the directory, when known	FAL
{SEQ:3}	A running number per type and year, padded to 3 digits	001
{PARENT} and {CHILD:3}	For related agreements: the parent’s number and a running number	MSA/2026/001/CHD-001

The default format {TYPE}/{YYYY}/{SEQ:3} gives numbers such as MSA/2026/001. Click Save numbering to see an example. Number existing contracts gives a number to every contract created before numbering was set up; this cannot be undone, so confirm the format first.