Documentation - Features
Contracts
How contract templates, contract creation and the contract detail page work in a LiteHQ workspace: writing templates, creating a contract for a member, and reading its terms and status.
Contracts in LiteHQ are membership agreements built from templates. You write a template once, then create a contract from it for a member. This page describes how contracts behave today in the workspace app.
The contracts area lives under the workspace at /w/<slug>/contracts. It holds the contract list and the template library, and each contract opens on its own detail page.
The contracts pages
The contracts area has these pages. The hub at /w/<slug>/contracts shows the contract list and the template library. /w/<slug>/contracts/new creates a contract. /w/<slug>/contracts/[id] shows a single contract. /w/<slug>/contracts/templates/new creates a template, and /w/<slug>/contracts/templates/[id] edits an existing template.
The templates index at /w/<slug>/contracts/templates redirects to the contracts hub, so the template library is reached through the hub rather than a separate index page.
Only workspace host admins can open the contracts pages.
- Contracts hub: the contract list plus the template library.
- New contract: pick a template and a recipient, then create the record.
- Contract detail: terms, signers, payments and activity for one contract.
- New template and edit template: the form that holds a template name and its wording.
The contract list
The list shows one row per contract. The columns are the agreement (the template name), the date issued, the status, and the signed date. The signed date is empty until the contract has one.
Above the table, the heading shows the total number of contracts and the subtitle summarises the loaded contracts by status, alongside the template count. A note appears when older contracts sit beyond the loaded window.
The list loads the most recent 100 contracts. Search and the status filters only apply to those 100 loaded contracts.
The status filters are All, Active, Pending, Expired and Archived. The Archived filter covers both Cancelled and Archived contracts.
Templates
A template holds a name and the wording of the agreement. The form requires both: a name of at least 2 characters and content of at least 10 characters.
The template library lists each template with its name, created date and status. The status is Active or Inactive, and each row carries an Edit action.
New template and Edit both use the same form. Saving returns you to the contracts hub, where the new or updated template appears in the library.
Only admins can create and edit templates. Everyone else sees the library without the New template, Edit and Create template actions.
- Template name: at least 2 characters.
- Template content: at least 10 characters.
- Saving a template returns you to the contracts hub.
Creating a contract
Open New contract from the contracts hub. The form requires a template and a recipient, and you cannot submit it until both are chosen.
The template list holds active templates. The recipient list holds members the form can reach in the workspace, and choosing a recipient fills in the signer fields from that member's name and email.
Signer full name and signer email are optional. They default from the chosen recipient, and a signer row is written only when both have a value. The contract itself needs only the template and the recipient.
Creating the contract records it in the pending state and opens its detail page. No email or notification is produced by this action.
If the workspace has no templates, the form links to the template form so you can create one first. If there are no members to pick from, the form asks you to invite a member first.
- Required: a template and a recipient.
- Optional: signer full name and signer email.
- Result: the contract is recorded in the pending state.
The contract detail page
The header shows the template name as the title, a status badge, the issued date and, when the contract has one, the signed date. A back link returns to the contract list.
The record has four tabs. Terms shows the template wording stored with the contract. Signers lists each signer row with name, email, role and either a signed date or an awaiting signature state. Payments lists payments recorded against the recipient's invoices. Activity shows the creation event, plus the signing event when a signed date exists.
If a template has no content, the contract page links to it so you can add some.
The right rail holds a quick facts card (status, issued date, signed date, signer counts and payment count) and a signature status card that counts signers still pending.
The contract itself is a read-only record on this page. The detail view shows the terms, signers, payments and activity; it does not edit the contract row.
Statuses
A contract carries a status: pending, signed, expired, cancelled or archived. The list and the detail page show it as a badge.
A pending contract has been created and has no signed date yet. A signed contract shows its signed date, and its signing event appears in the Activity tab.
Frequently asked
What is the difference between a template and a contract?
A template is the reusable wording of the agreement, with a name and content. A contract is a template applied to a member, with its own dates and status. You write a template once and create as many contracts from it as you need.
Does editing a template change contracts that already exist?
Editing a template changes the wording shown on every contract issued from it, including existing ones.
Can I create a contract without signer details?
Yes. The template and the recipient are the only required fields. Signer full name and signer email are optional, they default from the chosen recipient, and a signer row is written only when both have a value.
Does creating a contract notify the recipient?
No. Creating a contract records it in the pending state and opens its detail page. The workspace does not produce an email or a notification from this action.
Why can I not create or edit templates?
Only admins can create and edit templates. Without that permission you can still open the contracts pages and read the contract record, but the New template, Edit and Create template actions are not shown.
How many contracts does the list show?
The contracts list loads the most recent 100 contracts. The heading shows the true total, and a note appears when older contracts sit beyond the loaded window. Search and the status filters only apply to those 100 loaded contracts.