How do I duplicate an agreement?

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• When will I need to duplicate an agreement? 
• How do I duplicate an agreement?

When will I need to duplicate an agreement? 

Duplicating an agreement allows you to transfer the form content from one agreement into another, without having to re-create the agreement from scratch. This is a great way to save time and minimise double-handling, particularly in the following scenarios: 

• Where tenants want to sign using an alternative method and do not want to "Request Change"; and
  
  
• Where the email/phone number has been incorrectly entered and the Signee can not sign the agreement using One Touch™.

Please note ➞ When duplicating an agreement, all One Touch™ details will need to be re-entered. 

How do I duplicate an agreement?

You can duplicate an agreement by completing the following steps: 

1. Log directly into Realworks;
2. Select "Forms" from the left-hand side selection menu;
3. Locate the form you wish to duplicate from your forms list;
4. Click on the form once;
5. Select the "Duplicate" button from the menu bar at the top of the page;
6. Rename the form in the popup window if required;
7. Select "Auto fill my agent/agency details" if you would like these details to filter through; and
8. Select "Save".

The duplicated agreement will then open, allowing you to edit and re-send as required. 

For more information on duplicating an agreement, please check out the REIQ walkthrough the guide here.