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To create a contract template in M-Files, follow these steps: select the contract you want to copy, click save as template, fill out the metadata card. This will create a template from the existing document. Note that new templates are recognized as template drafts and must undergo review before appearing in the active template library. To create a template from a new document, classify it as a contract template, choose the application for drafting, fill out the metadata card, then go through the process of creating the document.
