Create a template
To create a template from an existing contract:
- Open the document you would like to use to create a template
- Click on 'File' from the document toolbar, and select 'Copy as a template from the menu.
- Title your new template
- You can find all your templates by clicking on Documents from the home page > Stages > Template.
Summary Sheet of a Template:
- The summary sheet is available across all stages of a contract. You can create summary sheet information in the template to ensure the information will travel to any document generated from the template and make sure renewals will automatically be set once the document is signed.