Effortless Guide to Duplicating Documents and Contract Settings Across Multiple Accounts

Introduction

Hey there! Today, I’m going to walk you through a simple and efficient way to duplicate documents and contract settings across multiple accounts. Streamlining your processes has never been easier with this handy feature. Let’s dive right in!

Steps to Duplicate Documents and Contract Settings

1. Creating a New Snapshot

   • First things first, navigate to the ‘Snapshot’ section in your account settings.
   • Click on ‘Create New Snapshot’ and give it a descriptive name for easy reference.
   • Select the documents and contract settings you want to include in your snapshot.

2. Uploading to Sub-Account

   • Once your snapshot is ready, head over to the sub-account where you want to replicate the settings.
   • Locate the ‘Snapshots’ tab in the sub-account settings.
   • Upload the snapshot you created earlier to seamlessly transfer the documents and contract settings.

3. Managing Document Templates

   • After uploading the snapshot, you can easily manage and edit document templates within the sub-account.
   • Make any necessary adjustments to fit the specific requirements of that account.
   • Save time and effort by avoiding manual duplication of documents and settings across accounts.

Benefits of Streamlining Agency Onboarding

By duplicating documents and contract settings across multiple accounts, you can:

• Ensure brand consistency across all locations.
• Improve client interactions with a standardized approach.
• Save time and effort in setting up new accounts.
• Enhance efficiency and productivity within your agency.

Effortlessly replicate document setups and streamline your agency onboarding process today! Why go through the hassle of manual duplication when you can do it in just a few clicks?

Ready to simplify your workflow? Follow these steps and watch how duplicating documents and contract settings can transform the way you manage multiple accounts!