Create a template
To create a template from an existing contract:
- Click on “File” from the document toolbar, and select “Copy as a template” from the menu.
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. 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.