Replicating Document and Contract Templates Across Multiple Accounts

You can now save significant time during client onboarding by using Snapshots to replicate your document and contract templates across multiple accounts. This ensures all your client accounts have consistent, pre-configured templates from the start.

How to Copy Document Templates Using Snapshots

Follow these steps to transfer your document setup from one account to another:

1. From the Agency View, navigate to the Account Snapshots section.
2. Create a new snapshot and select the source account that contains the document templates you want to copy.
3. Save the snapshot with a descriptive name.
4. Load this saved snapshot into the target sub-account where you want the templates to appear.
5. During the loading process, select all the specific document templates you wish to import into the new location.

Benefits of Using This Feature

This snapshot functionality streamlines the agency onboarding process by eliminating the need to manually recreate document templates for each new client account. You can maintain brand consistency and quickly provide clients with standard contract forms, proposal templates, and other essential documents.