How do I duplicate an agreement?

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When will I need to duplicate an agreement? 

Duplicating an agreement allows you to transfer the form content from one agreement into another without having to re-create the agreement from scratch.

Note ➞ When duplicating an agreement, all One Touch™ details will need to be re-entered.

How do I duplicate an agreement?

From the overview, or contracts page select the contact you wish to duplicate

Click Copy Contract

 

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Rename the copied contract and Click Create New to confirm and create the new contract

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