Contract Template Admin

Click on the Contract Template Admin menu option to view, edit and add Templates.

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View Template

To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs.

General

The General tab displays the filters on the left:

Each of the Filter options correspond to one of the tabs on the template. If a Filter's Active box is checked, that means there are restrictions on that field on the template. For example, if the User Filter Active box is checked, click the User tab to view the list of users who have access to the template. This applies to all of the filter options.

The contract header, pricing and approval options display on the right side of the General tab:

These selections show which fields will be available for selection when creating a contract and adding pricing. The Contract Approval Policy displays which approval process the contract templates will follow.