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Link a Contract Template to another Template Library or Template Folder

When linking a contract template to other Template Libraries or Template Folders, a copy is created at the destination that is connected to the contract template. Any changes made in one contract template automatically affect all linked copies.

Follow these steps:

  1. In the Template Library page, in the left pane, click on the desired Template Library or Template Folder.
  2. In the right pane, click next to the desired contract template and select Link to.

    The Select Destination window opens.

  3. Select a Template Library or Template Folder and click OK.

    The contract template is linked to the selected Template Library or Template Folder.

Note: Any security settings of a contract template that is linked are reset to the security settings of the Template Library they are linked to.

Note: You can link several contract templates to another Template Library or Template Folder by selecting the check boxes next to the contract templates you want to link.

Note: Any security settings of a contract template that is linked are reset to the security settings of the Template Library they are linked to.