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  • How to Create Contra Folder Template




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To do so, navigate to the System Settings→ Contracts & Documents→ Folder Templates

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Here you can predefine your own contract folders based on selected type of contract. You can edit or delete any previously defined templates as well.

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Choose the types of contracts that the new template will be applied to, such as Consultancy Agreements, Non-Disclosure Agreements, and so on. You can select all contract types as well.

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You can create, rename, delete, and edit folders by using the mouse right-click option:

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