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Brokers can now create templates on the whitespace platform for new contracts. Templates are helpful for repeating sections, headings, and text for a specific type of business contract. To create a template, select an existing risk, go to the actions menu, choose clone new risk, and select the placement type as template. Enter the name of the template and select clone. The contract will be saved as a template in the risk inbox. To create a new risk from a template, select the template, go to the actions menu, choose clone new risk, enter the UMR and risk name for the new contract, and select clone. Data will be copied from the template to the new contract.
