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How do I duplicate/copy/clone a contract?

If you have a new contract with an existing party or just want to start with another contract as the starting point, it's easy to create a "Clone" or "Copy" of a contract and all associated data in ContractSafe!

Do you ever have multiple contracts with the same party?  Or want to set up a template for your team to use with certain information already filled out in ContractSafe?  It's easy to create a "Clone" or "Copy" of a contract and all associated data in ContractSafe.

Just find the Contract Page you want to duplicate and select "Duplicate Contract" from the Options menu:

That's it!  A copy of the Contract Page (with the contract file in the Viewer) will be created, and all the information you've entered will copy over.  The new document will be at the top of your Contracts List.  

Once you are on the new (duplicate) Contract Page, you can replace the contract file with a new contract by using Options > Replace and change any other information (the name, dates, etc.) that you would like. 

This feature is great for templates, form agreements, departmental standards, etc.