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If you created a CONTRACT TO BUY AND SELL and it needs to be replaced or you need to make a change after the contract has been signed and locked, you can create a new contract for this transaction by copying the same contract you already have in your detailed transaction.
Before you proceed it is important to understand what and why you are trying to copy.
A. Are you copying a contract because you need to replace an existing contract that has been locked in a specific transaction?
In this case you need to copy the contract for a particular transaction by using the Copy/Duplicate locked contracts of this transaction only link under the list of CONTRACTS/DISCLOSURES/DOCUMENTS in the client`s Detailed Transaction View.
Clicking on this link will display ALL locked documents. You can then choose what to duplicate, then click the blue Copy - Duplicate Documents button at the bottom right.
When you copy a locked CONTRACT TO BUY AND SELL in a particular transaction, the new contract or document will be stored in that Detailed Transaction folder. You can now make changes to this new CONTRACT TO BUY AND SELL because it is not locked.
If you need to change either the Client`s Name or the Property Address, you will need to Delete ALL locked contract(s) out of the transaction before these changes will save. You will then need to email this and any other new document to your clients for their signatures.
B. Are you copying a contract from your template or another CBS?
To use this feature, you will Create A New Contract, then click on the Create by copying from an Existing Contract link just below the first date field. A pop-up window will open. Select (highlight) the contract you wish to copy. If you want to copy a CONTRACT TO BUY AND SELL with Deadlines, Dates, and Purchase Price, you need to check the box at the bottom of the screen: Check this box if you also would like to copy Deadline Dates and Purchase Price-Terms. Then click go. You will see a red banner Input Buyers Name and click SAVE. The entire Contract will be copied after you click SAVE
This will be displayed above the Client`s Name section.
NOTE: If you are copying a contract to replace an existing contract -DO NOT COPY A CONTRACT FROM THE Main Dashboard. IF YOU DO, YOU WILL HAVE TWO TRANSACTIONS FOR THE SAME PROPERTY IN THAT CLIENT`S FOLDER.
If the first contract was signed and you don`t want to delete it, but you don`t want to have it display in the Detailed Transaction view, it can be hidden. To accomplish this, click the word Hide to the right of the line where the CONTRACT TO BUY AND SELL is shown in the list of documents. The contract will then be moved to your Hidden Contracts folder. It can be retrieved at any time by clicking Display Hidden Contracts and then click on Unhide.
NOTE: Hidden Contracts are not displayed in the copy feature.