Copy a contract

Copy an existing contract and all its details to a new contract. Once you've copied the contract, change the copy's details as needed. This is helpful for creating contracts for new CBAs.

Go to: Home > Codes and Criteria > Contributions Contracts > Contracts

Search for or enter the Contract to copy. See Contract search.

Details related to the contract display in each tab .
Click .
Enter the new contract name, or click to generate one.
Click OK. The new contract information displays.
The Allow Changes parameter is set to No by default, so you'll have to put the contract in edit mode to make any changes. See Contract edit mode.
Update the contract, see the instructions for each contract subtab in Create a New Contract.