Create a Template from an Existing Contract

Create a template 

 To create a template from an existing contract:

  • Open the document that you would like to use to create a template.
  • Click on File from the document toolbar, and select Copy as a template from the menu.

  • Title your new template.
  • You can find all your templates by clicking on Documents from the home page > Stages > Template.

Summary Sheet of a Template

  • The summary sheet or contract summary is available across all contract stages. You can create summary sheet information in the template to ensure the information will travel to any document that is generated from the template, and renewals will automatically be set once the document is signed.