Duplicate a Contract Template (by copy and paste)

An existing contract template can be copy-and-pasted to make a duplicate. It will contain all the details of the previous contract template. The default change is to change the name of the contract template.

note

Duplicating a contract may result in some fi

To create a duplicate

1. Locate Menu, select Contracts
2. Locate the row with the contract template to duplicate
3. Click (vertical dots) to open menu
4. Select Preview/edit
5. Select all the contract text, right click Copy. The existing contract template text should now in the clipboard
6. Return back to the contract templates
7. Click Create Contract Template
8. Enter a name
9. Click Create
10. Right click paste to enter the existing content from the clipboard into the contract

note

In a copy and paste, if a field (and is a question) and is not currently a question for an organisation, the field will display as an error.

To fix the error

1. Use the button to locate the erroring field
2. Click to remove the field from the document
3. Cycle through all erroring fields

The button will no longer be shown when complete.