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BYOC

How do I copy data between BYOC agreements?

The Copy Data feature lets you transfer field values, party information, and content between BYOC agreements:

Pull Mode (import into a draft)

  1. Open your Draft BYOC agreement.
  2. Click the Copy Data icon.
  3. Select a source agreement to import from.
  4. Click Confirm to copy the data.

Push Mode (copy from a locked agreement)

  1. Open a locked or completed BYOC agreement.
  2. Click the Copy Data icon.
  3. Select a target Draft agreement to copy to.
Important: Data can only be copied between agreements of the same type (BYOC to BYOC). The target must be in Draft status. Copied agreement titles are prefixed with "Copy of".

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