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Telus TPM Documentation

contract_template_-_add

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Contract Template Admin - Add

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

To Add a new Template, click the New button.

This will enable the Active checkbox, Template Description, and Template Code text boxes. Click the Active checkbox so the template will be Active which will allow users to create contracts using this template. If left unchecked no contracts can be created on the template. Enter in the information.

Prior to clicking Save, information will need to be selected on the General tab and the Letters tab.

contract_template_-_add.1527760234.txt.gz · Last modified: 2018/05/31 09:50 by lisa.maloney