Templates
Upload a PDF or DOCX, save field placement and signer roles, then repeat sends from the dashboard or MCP. No rebuilding the same contract every week.
How it works
Upload a PDF or DOCX, place fields on review, and send. Atlas stores field layout and signer roles.
From review or the dashboard, save the envelope as a template. Stored signatures and prefill keys carry over.
Agents call send_contract_from_template with template_id and party emails. Or send again from the dashboard.
Features
Templates store more than a file. They carry roles, fields, and agent-ready metadata.
Templates remember role names from the original document. Agents pass emails per role on repeat sends.
get_template returns prefill keys and example payloads so agents fill dates and names before send.
Upload a CSV in the dashboard to send the same template to many signers. One credit per envelope sent.
list_templates, get_template, and send_contract_from_template are built for agent workflows.
MCP
MCP
list_templates and get_template return prefill keys. send_contract_from_template fires the repeat send.
Atlas MCP
via Claude
Used template NDA v3. Open review if you want to check fields before send.
status: created · human_send_required: true
Use cases
Repeat NDAs for investors, contractors, or partners. Prefill company names and send from chat.
Send employment offers with role, start date, and compensation fields ready to fill.
Scope of work, payment terms, and signatures for agency or freelance engagements.
1099-style agreements with IP assignment and termination clauses.
Attach deliverables and milestones. Send the same template to every new client project.
Onboard vendors with standard terms. Save field placement once, send many times.