n. How to Set up a Contract Template in CMx ?

These are Standard forms of contract which is usually a pre-printed contract containing set clauses.

This feature provides user to manage contract templates which can contain user-defined custom fields.

Contract Template is the centralized area where all the template documents across the company can be stored and updated. A contract template is used in Generating Contract using CMx.

In this feature, the user can Manage and Create a Contract template.

Go to Contract Template from menu, Displays Manage contract Template page, where a user can see following columns in a grid.

1.Template Name

2. Description

3.Status 

4.Action

For more details on how to work on Contract Template, click here: g. Contract Templates