Create a template from an existing contract

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.