Activate a template in Contracts module

Modified on Tue, 1 Apr at 9:41 AM

To create an agreement, the template you want to use must be active. If the template is inactive, it will not be available in the agreement creation wizard.


To activate a template, this must be done in the Contracts module.


Under the Templates section, you will find all templates stored in the system.
To activate a template, click the Action button on the far right of the row for the relevant template and select Activate.

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