By setting up automated archiving for a template, all contracts created from that template are automatically stored in the correct folder.
Setting up automated archiving
To set up automated archiving for a template, simply
- Click Templates in the top menu and choose the template that you wish to automate archiving for,
- Click Archiving in the left-hand menu,
- Choose the folder or subfolder that documents generated from the template should automatically be archived in and click the blue Save button.
Note: You need to create the destination folder or subfolder for automatic archiving before choosing it as an archiving destination.