Tomorro allows you to easily duplicate a contract regardless of its status (Draft, Negotiating, Signing, or Signed) in order to create a new contract based on an existing one without starting from scratch.
This feature is useful to quickly recreate a similar contract (for example an NDA or a recurring contract) while keeping the important information from the original contract.
During duplication, most information is automatically copied. However, some elements, especially those related to signature, are not duplicated.
Duplicate a contract
Open the contract you want to duplicate.
Click "..." (top right).
Select "Duplicate this contract".
Modify if necessary:
The contract name
The counterparty
Folder
(Optional): Check "The new contract created will be considered as an amendment to the current contract" to create an amendment. If the duplicated contract is itself an amendment, the new amendment is attached to the parent contract, not to the original amendment.
Click "Duplicate" ✅
Duplicating as an amendment depends on access to the parent contract. If you try to duplicate an amendment whose parent contract is not accessible to your account, the option may not behave as expected.
The new contract is automatically created with the Draft status and can be modified at any time.
Content of the duplicated contract
The duplicated contract automatically inherits several elements from the original contract.
Copied elements
The following elements are kept from the original contract:
the contract document (last version saved on the internal team side, regardless of the original contract status)
the contract type and its associated template
the contract language
the storage folder
the counterparty
the smart fields and their values (with some exceptions)
the editing rules and the supervisor
the signature configuration
the dynamic table settings and their records
the files stored in the smart fields of the contract (files are copied separately and attached to the new contract)
the internal participants of the contract (Tomorro users are recreated on the new contract)
All these elements remain editable in the new contract.
💡 How smart fields are inherited may differ in some contexts (shared document, conditions, counterparty view). Always check the new contract before sending it.
Elements not copied
Some elements are intentionally not duplicated:
the activity history of the original contract and the activity comments
the annotations and comments in the document, and the discussion linked to the document
the reminders of the original contract
the unique identifier (a new identifier is generated for the new contract)
the statuses of the original contract
the signature certificates (each signature is unique)
the statuses and signatories of the signature in progress
The new contract therefore always starts again with the Draft status.
Verify signatories after duplication
When you duplicate a contract, the signatories from the original contract are also copied into the new contract.
Before sending the contract for signature, remember to review and update the information if necessary:
modify the signatories
update email addresses
adjust smart fields that must differ from the original contract
⚠️ If you do not modify the signatories, the same counterparties will receive the signature request for this new contract.
Dynamic folder: when it applies
The dynamic folder is configured in the contract type automations. It defines which folder a contract is stored in based on the value of certain fields (counterparty, category, smart field…). It is not triggered systematically on every action performed on the contract.
At creation, import, or amendment creation
The dynamic folder is calculated automatically if no folder has been manually chosen by the user.
This covers: classic contract creation, amendment creation, and signed contract import (not the classic Word import).
At duplication
⚠️ No automatic recalculation. The duplicated contract first inherits the folder from the original contract, then Tomorro applies the folder selected in the duplication form if different.
The dynamic folder rules of the contract type are not evaluated during duplication, even if the value of a criterion field differs from the original contract.
After modifying a field
⚠️ If you modify the value of a field used as a dynamic folder criterion (counterparty, category, smart field, etc.), the contract does not move to another folder automatically.
When changing the contract type
The dynamic folder can be re-triggered, but only if you confirm the action via the "Update" button in the contract type change modal. Without this confirmation, the contract stays in its current folder.
When restoring a deleted contract
Restoring a deleted contract does not re-trigger the dynamic folder. The contract returns to its original folder.
💡 To manually move an existing contract to another folder, follow the steps in the article Change the location of a contract.
Good to know: if you need to keep a copy of a signed contract with its certificate, remember to download the signature certificate before duplicating the contract.