Replicate Documents and Contracts via Snapshots
Snapshots now include document and contract templates, so agencies can replicate the same setup across multiple sub-accounts in a few clicks.
Snapshots now support documents and contracts. Save your templates once, then push them into every sub-account during onboarding for a consistent client experience.
How it works
- Open Account Snapshots in Agency View.
- Create a new snapshot and choose the source account.
- Save the snapshot.
- Load the snapshot into the destination sub-account.
- Select the document templates you want to include.
Why it matters
Onboarding new sub-accounts no longer means rebuilding contract and document templates by hand. Pre-configured templates load in one step, so every client gets the same starting point — and your team isn't copy-pasting between locations.
Frequently Asked Questions
Can I include only specific document templates in a snapshot?
Yes. When loading the snapshot, select the specific document templates you want to push to the destination sub-account.
Does this work for both documents and contracts?
Yes. Document and contract templates are both supported through the same snapshot flow.
Will loading a snapshot overwrite existing document templates?
Loaded templates are added to the destination sub-account. Review the destination after loading to confirm no duplicates were created.
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