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Re: Anyone using Template Upgrade in Contracts?

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Hi Kevin,

 

We enabled it for a short while, without asking before.  We decided to enable the upgrade becasue we currently use one general template and since made improvements/rearranged some tasks.  What we didn't know was that you can not upgrade a template while amending a workspace that has an Assembled PDF attached to it.  We use DocuSign so most workspaces have Assembled PDFs and users were unable to complete amendments, so we disabled the feature.  We decided that the ability to amend a contract workspace was more important than applying modifications to the original template used, since at the time the contract was executed, the tasks and workflow we had in place was sufficient.  Hope this helps.

 

Molly


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