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Contract Options: Duplicate ALL

Information on and how to Duplicate ALL aspects of a Contract record in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

This option creates a duplicate contract record with a new contract ID. The option also provides options for the documents to be copied along with the record data.
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1. Open the Contract record.

2. Select Duplicate ALL from the menu.
3. Using Document Versions toggle, select either: All Versions, Latest Version, or Last Word Document (see graphic).

4. Enter notes in the Comments field and click OK.

The duplicate record, under a new Contract ID, is displayed. Field values, custom objects, and mini-grid values (e.g., Contacts) are carried over from the original record. Note: Contract versions, Tasks, and Audit information is not carried over.

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