Template resources

You can find Resources for templates under Templates in the left menu when you are in the dashboard. Only users with the role of Agreement Template Administrator have access to this.

This functionality is used when there are longer texts that need to be available as options in the wizard when creating an agreement. This refers to longer texts that are not suitable as dropdown or list options.

You create the texts under Resources for templates and then select the resource selector when creating a custom data field.

To create a new resource, click on + New Resource.

You will see a list of the resources you have created, and these can be used across all agreement templates you have.

The name of the resource is the one you choose under Options in the custom data field.

Example:

• Choose Add under custom data fields.
• Enter the details and choose the resource type Resource Selector.

• Select whether it is required or not under Validation.
• Enter a help text if you want to provide more detailed guidance on what choice should be made.
• Under Options, select the different resources you want to link in the custom data field. You do this by searching for the name in the Search for Resource field.

Then click Save and place the custom field where it should be in the agreement template.