Create a template from an existing contract

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.

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