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cats:procedures:contract:confirmationtemplates [2018/09/25 17:12] – created jen | cats:procedures:contract:confirmationtemplates [2018/10/04 14:54] (current) – jen | ||
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- | ====Contract Confirmation Template==== | + | =====Contract Confirmation Template===== |
- | Templates are used to create | + | Templates are used to create contract confirmation |
+ | ====Create a New Confirmation Template==== | ||
+ | To create a contract confirmation template, go to **Maintenance > Setup > Contract Setup**. \\ | ||
+ | [{{: | ||
+ | Click on the **Confirm Templates** tab.\\ | ||
+ | [{{: | ||
+ | **Type** - Search templates by Purchase, Sale, or Both.\\ | ||
+ | **Name** - Search templates by name.\\ | ||
+ | **Delete Template** - Delete the template.\\ | ||
+ | **Copy** - Copy the template.\\ | ||
+ | **Modify** - Modify the template.\\ | ||
+ | **New** - Create a new template (see below).\\ | ||
+ | **Save** - Press save to save any changes.\\ | ||
+ | **Cancel** - Press cancel to go back to the main menu.\\ | ||
+ | |||
+ | ===Create a New Template=== | ||
+ | Click on **New** to create a new contract confirmation template. Select purchase or sale to continue. | ||
+ | [{{: | ||
+ | |||
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