Duplicate a Contract Template in Your Incentive Plan
Duplicating a contract template lets you create custom versions for different recipients or employee levels without changing the original. Useful when you need different terms, clauses, or offer letters for different groups.
Duplicate a template
Go to Plans and select your plan type (Options, RSAs, or RSUs).
Click View pool on the relevant plan.
Scroll to the Contracts section.
Find the template you want to duplicate.
Click the three vertical dots (⋮) next to the template name.
Select Duplicate from the dropdown.
A new template titled Copy of [Template Name] is created and appears in your Contracts list.
Edit the duplicated template
Click on the name of the duplicated template.
Click Edit to open the template editor.
Make your changes, update wording, clauses, or variable tags.
Click Save.
Assign the template to a grant
When creating a new grant you can select which template to use from the Contracts dropdown in the grant setup flow.