# How to Easily Replicate Documents and Contracts Setup Across Different Accounts

> Documents and Contracts are now supported in Snapshots! Now, agencies can effortlessly save time during onboarding and ensure consistent Document…

- Source: https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-easily-replicate-documents-and-contracts-setup-across-different-accounts
- Section: Account Snapshots / Snapshots
- Reading time: 1 min
- Images: 5, each explained below
- Modified on Wed, 31 Jul, 2024 at 9:15 PM

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Documents and Contracts are now supported in Snapshots! 

Now, agencies can effortlessly save time during onboarding and ensure consistent Document templates across multiple locations.

How It Works:

-   Navigate to Account Snapshots in Agency View.
-   Create a new snapshot and choose the source account.
-   Save the snapshot.
-   Load the snapshot into the desired sub-account
-   Select all the Document Templates you want to load into the desired location

![Screenshot 2024-06-25 at 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030263339/original/gakjnUrd_dCJffDbiKng8FdRYfc88NAUOA.jpeg)

**Screenshot 2024-06-25 at 8**

This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user….
- Where to go: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location
- Fields: Load the snapshot into the desired sub-account
- Next: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

Full procedure:

1. Navigate to Account Snapshots in Agency View.
2. Create a new snapshot and choose the source account.
3. Save the snapshot.
4. Load the snapshot into the desired sub-account
5. Select all the Document Templates you want to load into the desired location

![Screenshot 2024-06-25 at 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030263340/original/zARvs-VTlN4-nsL0iXG64G5RSRCzm4hE3g.jpeg)

**Screenshot 2024-06-25 at 8**

This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user….
- Where to go: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location
- Fields: Load the snapshot into the desired sub-account
- Next: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

Full procedure:

1. Navigate to Account Snapshots in Agency View.
2. Create a new snapshot and choose the source account.
3. Save the snapshot.
4. Load the snapshot into the desired sub-account
5. Select all the Document Templates you want to load into the desired location

![Screenshot 2024-06-25 at 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030263338/original/E2qF6uubs1nK1jpsxqO-fEoDySHBWjOL9Q.jpeg)

**Screenshot 2024-06-25 at 8**

This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user….
- Where to go: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location
- Fields: Load the snapshot into the desired sub-account
- Next: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

Full procedure:

1. Navigate to Account Snapshots in Agency View.
2. Create a new snapshot and choose the source account.
3. Save the snapshot.
4. Load the snapshot into the desired sub-account
5. Select all the Document Templates you want to load into the desired location

![Screenshot 2024-06-25 at 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030263341/original/lw18DjzUuFBtfA4qyQjtslFtQAuDsqRpIA.jpeg)

**Screenshot 2024-06-25 at 8**

This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user….
- Where to go: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location
- Fields: Load the snapshot into the desired sub-account
- Next: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

Full procedure:

1. Navigate to Account Snapshots in Agency View.
2. Create a new snapshot and choose the source account.
3. Save the snapshot.
4. Load the snapshot into the desired sub-account
5. Select all the Document Templates you want to load into the desired location

![Screenshot 2024-06-25 at 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155030263337/original/IpXbNEernlOIK5KSG1hiE-B-oSARWmJrDQ.jpeg)

**Screenshot 2024-06-25 at 8**

This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user….
- Where to go: Navigate to Account Snapshots in Agency View. Create a new snapshot and choose the source account. Save the snapshot. Load the snapshot into the desired sub-account Select all the Document Templates you want to load into the desired location
- Fields: Load the snapshot into the desired sub-account
- Next: This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

Full procedure:

1. Navigate to Account Snapshots in Agency View.
2. Create a new snapshot and choose the source account.
3. Save the snapshot.
4. Load the snapshot into the desired sub-account
5. Select all the Document Templates you want to load into the desired location

Why it Matters:

-   This feature streamlines the onboarding process for agencies, allowing them to easily replicate Document and Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com