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Conga Support

Copy Contract Wizard

The Copy Contract Wizard creates a new Contract Profile by duplicating an existing profile. While the wizard automatically populates the fields in the new Contract Profile screen with the information found in the fields of the existing Profile screen, the wizard allows you to select the additional forms that you want added to the Profile. Any captured forms that you select will be stored in the Additional Forms screen in the new Profile.

Once a copy of the Contract Profile has been generated, and any additional forms have been copied, you can update the information, as needed.

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