Create a template
To create a template from an existing contract:
- Go to the "In Progress" tab on the left of the page, then click on the title of the contract you want to copy as a template.
- Once in the contract page, go to the "..." (more options) button on the top right, then click on "Copy as a Template".
You can find all your templates by clicking on the "Templates" tab on the left of the home page.
Summary Sheet of a Template:
The summary sheet is available across all stages of a contract. Therefore, you can define the summary sheet on a template, document in approval, negotiation, as well as on signed documents.
For instance, define the Summary Sheet from a template, so:
- information will travel to any document generated from the template, and
- renewals will automatically be set once the document is signed
To find more information about the Summary Sheet, use this link.