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

  1. Click Templates in the top menu and choose the template that you wish to automate archiving for, 

  2. Click Archiving in the left-hand menu, 

  3. 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. 

Did this answer your question?