Use the Agreements list to find and manage client-specific documents. Use agreement templates to create reusable content that you can copy into future client agreements.
Find and manage an agreement
Search by agreement or client, choose a created-date range, and filter by status or client. For a custom range, enter both dates and select Apply. Sort the table by its supported columns to review drafts, active documents, and completed agreements.
The list defaults to the past 12 months; choose All time when you need older records.
Open the row menu to duplicate an agreement, save its structure as a template, or move it to Trash. Saving as a template removes the client and client signers, keeps your own signers and signatures, and clears activation and expiration dates.
In the template's Signers dialog, a signature you add on your side is labeled Pre-signs copies with matching late fees. New agreements take the client's late fee type and rate in their Terms. When those match the template's Terms, your signature comes along pre-filled; when they differ, Moxie clears the carried signatures because the payment terms changed, and you sign the agreement yourself.
Build and organize reusable templates
In Settings → Templates → Agreements, create a template from scratch, start with a proposal, or use the template library. Build pages, packages, payment schedules, terms, design, and your own signer configuration once.
Search templates by name or folder. Use the row menu to edit, duplicate, or move a template to Trash, and use the folder icon immediately before the row menu to keep related templates together. A filled folder icon means a folder is assigned; an outline means no folder. The Your signature column shows whether the client signs alone, your signature is copied into every agreement, or you must sign each new agreement separately.
The template rich-text editor includes the same headings, font sizes, nested lists, links, color, table, direct HTML, and paste controls as a client agreement. Press Tab or Shift+Tab in a list to change its nesting level. Pasted content keeps its formatting. To paste plain text instead, press ⌘⇧V on Mac (⌥⇧⌘V in Safari) or Ctrl+Shift+V on Windows.
A template has no client. Creating an agreement from it copies the document into an independent client record.
Know what remains independent
Creating an agreement from a template makes an independent copy. Later template changes affect only future agreements, not client agreements that already exist. Edit the client agreement when a change applies only to that client.
Migrate older V1 items
Agreement templates
Legacy templates appear in Settings → Templates → Agreements with a V1 label. V1 templates must be migrated before you can edit or use them. Select the row, or open its row menu and select Migrate to V2, then confirm Migrate to Agreement V2?. Moxie creates and opens a separate editable V2 template in the Auto migrated to V2 folder, leaving the original V1 template unchanged as a fallback.
Review the migrated template before using it. Compatible content, packages, terms, styles, and images are carried over. Client recipients, signatures, historical activity, and client-specific tax settings are not copied into the reusable template. The builder lists anything that needs manual review. Each migration creates a fresh V2 copy, so you can start over from the V1 original at any time; move to Trash any extra copies you do not need.
After you have confirmed the V2 template contains what you need, select Delete from the V1 row menu to move the legacy template to Trash. Agreements already created from it are unaffected.
Client agreements
The current builder cannot edit V1 agreements directly. Selecting a V1 row that is Signed or Fully Executed opens its client-facing page in a new tab so you can review the signed record. Selecting any other V1 row asks Migrate to Agreement V2?; confirm to create a new editable V2 draft for the same client. You can also open the row menu and select Migrate to V2. Moxie leaves the original V1 agreement unchanged as the legal record and fallback.
Review the migrated draft before finalizing it. Moxie preserves compatible content, packages, terms, design settings, and a signer when the recipient is unambiguous. Existing signatures, acceptance, payment, and activity history remain only on the original. The builder lists anything that could not be converted reliably so you can correct it in the draft.
Each V1 agreement can create only one V2 copy. After migration, its row menu shows Open V2 copy, and selecting an unsigned V1 row opens that copy instead of creating another. When you have confirmed that the V2 draft contains what you need, select Delete from the V1 row menu to move the old agreement and its V1-only history to Trash.
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