Duplicate a document
Make a copy of an existing document, including the values already filled in, to start a similar contract faster.
Written By Sebastian
Last updated 12 minutes ago
If a new contract is almost the same as one you already have, duplicate it instead of starting again. The copy keeps the content and the dynamic field values you've already filled in, so you only change what's different.
Available on all plans · Owners, Admins, Editors and Managers who can see the document
You do not need Collaborator access to duplicate a document you can see. Limited Managers cannot duplicate documents.
Duplicate a document
Go to Documents and find the document in the list.
Open the … menu at the end of its row and choose Duplicate document.
In the duplication dialog, enter a name for the copy and confirm duplication.
The copy starts in Draft. Open it and change what's different, such as the parties, dates or prices.
What's copied
Duplicate or use a template?
Duplicate when you need one more contract like an existing one, for example the same agreement with a second subsidiary.
Create a template when you'll create this kind of contract regularly. Templates keep a clean master copy and let you control what can be changed. See Create and publish a template.
Good to know
Uploaded PDFs can also be duplicated, for example to start a new signing process with the same file.
The copy is a new document. It counts towards your document total and gets its own AI analysis.
Changes to the copy don't affect the original.
To turn an existing document into a template, download it as Word or PDF and let the AI draft a template from it. See Create and publish a template.
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