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. The agreement is assigned a name as per the configurations in APTS_AgreementName_Default and APTS_AgreementName_Clone admin entries.

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