Contract Template is the centralized area centralised area where all the template documents across the company can be stored and updated. Contract template is used in Generating Contract using CMx.
In this feature user can Manage and Create a Contract template.
Go to Contract Template from menu,Displays Manage contract Template page,where user can see following columns in a grid.
1.Template Name
2. Description
3.Status
4.Action
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On click of "Create " Contract Template" page displays with following fields,where user must input values to create a new Contract template.
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1.Contract Template name
2.Description
3.Template Document attachment field
Input values in above fields and click on "Create"button,Contract Template creates successfully and displays in Manage contract Template grid.
Example Contract Template Creation Steps
Click on Contract Templates from left navigation menu and then on Create Contract Template.
Enter a name and description for the contract template and browse for the MS Word document template created in Step1 and click on Create button.
Verify that the Contract Template is created successfully in the Manage Contract Template screen.
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