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using the whitespace platform brokers are now able to create templates templates are useful for creating new contracts where sections headings and text may be repeated for a particular class of business to create a template select an existing risk open the actions menu and select clone new risk then select the placement type template enter the name of the template and select clone to create the template the contract will appear in the risk inbox clearly defined as a template to create a new risk from a template select the template select the actions menu and select clone new risk enter the umr and risk name of the new contract and select clone data will be copied from the template to the cloned contract
