Differences

This shows you the differences between two versions of the page.

--- cats:procedures:contract:confirmationtemplates [2018/10/02 13:43] – jen
+++ cats:procedures:contract:confirmationtemplates [2018/10/04 14:54] (current) – jen
@@ Line 1: / Line 1: @@
-====Contract Confirmation Template====
+=====Contract Confirmation Template=====
-Templates are used to create contract confirmation. Templates may use specific language needed to create a legal document. You must create the template before you can use it for the contract confirmation.
+Templates are used to create contract confirmation documents. Templates may use specific language needed to create a legal document. You must create the template before you can use it for the contract confirmation.
+====Create a New Confirmation Template====
+To create a contract confirmation template, go to **Maintenance > Setup > Contract Setup**. \\
+[{{:cats:procedures:contract:contractconfirm_menuaccess.png?|Access menu to create a confirmation template }}]\\
+Click on the **Confirm Templates** tab.\\
+[{{:cats:procedures:contract:contractconfirm_confirmtemplates.png?|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.
+[{{:cats:procedures:contract:contractconfirm_choosepurchaseorsale.png?|Choose purchase or sale.}}]