How to duplicate a contract or My template
Open the [Contracts] or [My templates] list.
Click the file you want to duplicate.
In the file detail page, click [⋯] → [Duplicate the contract]
or [Duplicate template to contract].From the dropdown, select the save location.
Only locations where you have “Contributor” or higher permissions will be displayed.Click [Create].
The screen will switch to the detail page for the duplicated contract or template.
💡 Info
If you duplicate an my template, the new file will be created as a contract.
The file type is always set to contract after duplication.
File Requirements
File format: Word (.docx) or PDF
Maximum file size: 100MB
Information carried over
Information | Contract | My template |
Body content | ✔ | ✔ |
File name | ✔ | ✔ |
Contract title (Template title) | ✔ | ✔ |
Contract status (Template status) | ✕ | ✕ |
Created date | ✕ (*) | ✕ (*) |
Creator | ✕ (**) | ✕ (**) |
Company name | ✔ | – |
Counterparty name | ✔ | – |
Contract type | ✔ | ✔ |
Position | ✔ | ✔ |
Language | ✔ | ✔ |
Word comments | ✔ | ✔ |
Save location | ✕ (***) | ✕ (***) |
Linked matters | ✕ | ✕ |
File type | ✕ (****) | ✕ (****) |
(*) The duplicated item will be set with the current replication date and time.
(**) The user who duplicated the file will be set as the creator.
(***) The space specified during duplication will be assigned.
(****) The duplicated file will always be set to contract, regardless of the source file type.