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Finalize: Cloning an Existing Template Workflow

  • Updated

Overview

LinkSquares Finalize Administrators may want to create different versions of existing templates.

Instead of painstakingly recreating a template, the ability to create a clone is available, and modify it as needed.

Process

Clone an existing template within the Templates tab of the navigation bar.

To do this, click the ellipsis next to the relevant template. Select Clone from the drop-down.

Alternatively, clone a template after selection from the Templates page. Click the clone iconScreen_Shot_2022-08-18_at_5.06.19_PM.pngin the upper right-hand corner of the template details page.  

  • Draft Templates
  • Request Forms
  • Intake Workflows
  • Signature-Only Templates

Draft Templates (Our Paper)

  • After cloning, the token configuration (including mapping) will persist.
  • The template name will not persist as the new template should be given its own unique name. 
  • The description and agreement type will persist. 
  • The starting status and any custom categories selected will not persist.
  • Any Approval and To-do tasks configured and the outlined agreement owner(s) or default collaborator(s) will not persist. 
  • Approval workflows (i.e., the unordered and ordered toggle settings) will persist.
  • The questionnaire and instructions will persist. 
  • Dynamic Tasks will not persist. 
  • Dynamic Questions will not persist. 
  • Dynamic Language conditions will not persist.
  • Settings for emails and PDF-only Salesforce agreements will persist.
  • Access rules and Custom Signature Request permissions will not persist.

Request Forms (Our Paper)

  • After cloning, the Request form name will not populate as the new template should be given its own unique name.
  • The description will persist. Any custom categories selected will not persist. 
  • Any To-do tasks configured and the outlined request assignee(s) or default collaborator(s) will not persist.
  • The approval workflow (i.e., the unordered and ordered toggle settings) and the ability for the requestor to reassign will persist. 
  • The questionnaire and instructions will persist. 
  • Dynamic Tasks will not persist.

Intake Workflows (3rd Party Paper)

  • After cloning, the template name will not populate as the new template should be given its own unique name. 
  • The starting status and any custom categories selected will not persist.
  • Any Approval and To-do tasks configured and the outlined agreement owner(s) or default collaborators will not persist. 
  • Approval workflows (i.e., the unordered and ordered toggle settings) will persist.
  • The questionnaire and instructions will persist. 
  • Dynamic Tasks will not persist. 
  • Dynamic Questions will not persist. 
  • Settings for emails and PDF-only Salesforce agreements will persist.
  • Access rules and Custom Signature Request permissions will not persist.

Signature-Only Templates

  • After cloning, the template name will not populate as the new template should be given its own unique name. 
  • The description and agreement type will persist. 
  • Any custom categories selected will not persist.
  • The questionnaire and instructions will persist. 
  • Settings for emails and PDF-only Salesforce agreements will persist. 
  • Access rules and Custom Signature Request permissions will not persist.

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