A 'legacy' designation on a contract template indicates that the template is no longer available for use, and probably needs your attention!

A legacy template can either be 1) deleted or 2) duplicated and converted into a new template.

It’s pretty simple, actually! From the menu on the right side of the template, select Duplicate. This will create a new template using the same source file. The template will be automatically named “Duplicate of [Template Name]” which you can edit at any time. The original template will be left alone until you choose to delete it, or duplicate it again.

A source file is the original file you used to create the template. This file is likely a .pdf or .docx version of your contract which you either uploaded yourself or provided to your Member Success Manager during the white glove onboarding process.

Pro tip: Store any source files in Company Folders so you can access old versions of your contract and update offline as needed.