Managing Master Contract Templates

This article explains the following:-

• How to view your Master Template List
• Deciding which Master Contract Templates are visible
• Editing default Master Contract Templates
• Creating new Master Contract Templates
• Editing new Master Contract Templates
• How to search, sort, export or filter the Master Template List

Related articles:-

• Understanding Workflow and Templates

• How to configure Contract Templates 

How to view your Master Template List

Master Contract Templates can be managed from the Master Template List in the admin panel only

Editing Master Contract Templates

Only System Admins can edit Master Contract Templates and also copy these Master Contract Templates to create additional Master Contract Templates. Click on the template to copy it. Super Users and end users can put in a support request to edit a new template.

Creating new Master Contract Templates

To create a new Master Contract Templates simply click the Create New button. Super Users and end users can put in a support request to create a new template.

How to search, sort, export or filter the Master Template List

To understand further how to search, sort, export and filter this Master Template List, see article  Using the Dashboards and Registers. They are accessed from the toolbar at the top of the Register.