Duplicate a Contract Template in Your Incentive Plan

Duplicating a contract template lets you create custom versions for different recipients or employee levels without starting from scratch.

How to Duplicate a Template

1. Navigate to Incentive plans and select your plan type (Options, RSAs, or RSUs)

2. Click into the pool via View pool

3. Scroll down to the Contracts section

4. Locate the template you want to duplicate

5. Click the three vertical dots (⋮) next to the template

6. Select Duplicate from the dropdown menu

A new template titled "Copy of [Template Name]" will be created and appear in your Contracts list.

Edit Your Duplicated Template

To customize your new template, you can:

• Click the pencil icon next to the template to open the editor directly, or

• Click on the template name, then click Edit in the top right

For detailed guidance on editing templates, see Edit a Contract Template.

You can also rename the template by clicking the three dots menu (⋮) and selecting the rename option.

Still Need Help?
Contact our support team through the chat for guidance on customizing contract templates, or submit a new support request via the Help Centre.