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to create a contract template from an existing document in m-files select the contract you wish to copy click save as template fill out the metadata card this will create a template from the existing document please note that when creating new templates m-files recognizes it as a template draft therefore the template must undergo the review process and be marked as active before it appears in the active template library to create a template from a new document in m-files create a new document classify it as a contract template choose the application you wish to draft the template in and fill out the metadata card then you can go through the whole process of creating the document yourself you
