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CLM enables you to copy a contract to use as a starting point to create a new contract or to renew a contract. When copying a contract, Details, Clauses, and Supplements are copied by default. Attachments and Alerts are optional. History is refreshed and displays the date and time of copy as the starting point. By default, the copied contract inherits the status of the parent contract if no other initial status is specified by the administrator.
To copy a contract:
- Open the contract which needs to be copied.
- Select Copy Contract from the ellipsis menu (...) on the top right.
- In the Copy Contract window, specify if attachments and alerts need to be copied to the new contract.
- Click Copy.
Note: You can copy a contract only if you have the required permissions. Contact your administrator for more information.