Move templates & Contracts


Note:

  • You need to have permission to move templates/contracts in both collections. Only collections where you have those permissions will appear in your list.



If you have more than one collection, you can move a template or contact to another collection as needed. Here's how:


Option 1. 


Go into the template or contract you wish to move, go to the bottom of the page and click on the blue button marked "More options", click on "Move to collection".



After you click on Move to collection, a list will appear showing the different collections where you can move your document.



Choose the collection where you want your template/contract and confirm by clicking on the blue button marked "Move".



Option 2 (for Contracts).


With this option, you don't need to actually enter the contract. Go to your Archive and find the contract you wish to move. Click on the 3 dots in the top right corner, click move to collection. 



a list will appear showing the different collections where you can move your document.



Select the appropriate Collection and move.


Done!