When to use Create a copy
Already sent an agreement — but it expired, was canceled, or you need to send it again? Create a copy lets you duplicate any existing agreement, adjust what needs changing, and resend it in seconds. No rebuilding from scratch. Create a copy is available when:
- You are the original sender of the agreement
- The agreement was sent from the Modern Request Signature Experience
- The agreement does not include a witness recipient role
- The agreement has not been deleted due to document retention or GDPR deletion
- The agreement does not require access to a library template the sender no longer has access to
NOTE
Create a copy is available to enterprise-level plans.
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