How to make a copy of a contract

Summary:
If you already created a contract in Session, you can make a copy of it instead of starting from scratch. This is helpful when you need a similar contract for a different session type or mini session.

Important:
Session contracts can use smart fields that auto populate information from the session and the client. Only duplicate a contract if the new one will be used for a different purpose or needs different terms. Otherwise you can just edit the original.

Steps to duplicate a contract

1. In Session, go to Manage → Contracts.
2. Find the contract you want to copy.
3. On the right side of the contract name, click the three dot menu.
4. Click Duplicate.
5. A copy will be created and opened. Give it a new name, and update the text as needed.
6. Save your changes.

When to duplicate

• You run minis and full sessions and want different terms for each
• You work in multiple locations and need different location clauses
• You want to test a new version of your contract without changing the original