Cloning agreements are a simple and effective way to create look-alike agreements with similar fields in both new and cloned agreements; however, cloned agreements can have different information. The cloned contracts inherit fields from the original contracts.

To clone an agreement

  1. Go to the Agreements tab and select an existing agreement record.
  2. Click the Clone button on top of the page and review the information it presents. Click Continue.
  3. Click Save. The agreement record is cloned. By default, the cloned agreement name contains 'Copy' with an incremental number added to the end of the original agreement name. For example, if you're cloning an agreement record named Test Agreement Record then the name for the cloned agreement will be Test Agreement Record Copy 1.

When you clone an agreement, the notes of the parent agreement are copied to the new agreement.