Sending out similar contracts or forms regularly can be a hassle—especially when the only option is to convert each document into a template first. That changes now. A new feature inside the Documents & Contracts section allows for fast, direct duplication of any document, saving you time and steps.

Let’s walk through what’s changed and how you can use it right away.

What’s New?

Previously, cloning a document required this process:

• Convert the document into a template

• Use that template to create a new document

Now, there’s a direct Clone option inside each document, letting you instantly duplicate it—no template needed.

How to Clone a Document

Follow these simple steps to create a copy of any existing document:

1. Navigate to Documents

   • Go to the main menu and click on:
     Payments > Documents and Contracts > Dashboard

2. Choose the Document to Clone

   • Locate the document you want to duplicate from the list.

3. Use the Clone Option

   • Click on the three-dot menu (sub-menu options) next to the document.

   • Select Clone from the list.

4. View Your New Copy

   • A new document titled “[Original Document Name] Copy” will be automatically created and saved to your dashboard.

Why This Matters

This feature was built for those who:

• Send similar contracts or forms to multiple clients

• Need to make minor changes to a base document for different recipients

• Want to avoid the extra step of creating and managing templates

By eliminating the template step, the cloning feature:

• Speeds up your workflow

• Reduces repetitive tasks

• Makes document handling more intuitive

Recap: Benefits at a Glance

• Clone documents instantly—no template needed

• Maintain formatting and structure from the original

• Saves time for repetitive document tasks

• Works directly from the dashboard