The Copying Contracts feature allows users to quickly duplicate cancelled contracts, streamlining the process of creating similar agreements without manually re-entering information, reducing errors and saving time.
Step 1
Log into webCemeteries Management.
Step 2
Step 3
On the left, go to "... More" and select "Copy Contract".
Step 4
A window will appear asking if you're sure, and letting you know it'll only copy over the Stakeholders, Locations, and Merchandise Items. Click "Yes" to continue.
Step 5
Select your Contract Id Template and click "Create Contract".
Step 6
Your new Contract will be created with the same Stakeholders and purchases as the original.
