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 now available across all stages. 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

Screen_Shot_2017-04-06_at_10.23.14_AM.png

 

To find more information about the Summary Sheet, use this link.

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