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:-
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. 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 Template simply click on the burger icon and select to Clone. 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.
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