What is a 'legacy' template?
A 'legacy' designation on a contract template indicates that the template is no longer available for use and probably needs your attention!
How can I use 'legacy' templates?
A legacy template can either be 1) deleted or 2) duplicated and converted into a new template.
What does duplicating a template do?
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.
What is a source file 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.