Contract Template Management

Users can create contract templates to facilitate contract creation. From the Contract Template Management page, users can create, edit, and delete contract templates.

When users create a contract, they can select Create From Contract Template to automatically fill out fields based on the template.

Fields that are set using a contract template can still be modified after the contract is created.

To create a contract template:

Click Main Menu > Admin > Contract Template Management.
Click New Template.
Enter an English and French name for the template.
Click Next.
On the identification page, enter the required information that will be the same for all contracts created from the template.
Click Save.
On the contract template page, fill in the other fields related to the contract (e.g., critical clauses, conditions, insurance, etc.), if needed.
Click Save.

See also:

Adding a Contract