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cats:procedures:contract:confirmationtemplates [2018/10/02 13:54] – jen | cats:procedures:contract:confirmationtemplates [2018/10/04 14:54] (current) – jen | ||
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====Create a New Confirmation Template==== | ====Create a New Confirmation Template==== | ||
To create a contract confirmation template, go to **Maintenance > Setup > Contract Setup**. \\ | To create a contract confirmation template, go to **Maintenance > Setup > Contract Setup**. \\ | ||
- | []\\ | + | [{{: |
Click on the **Confirm Templates** tab.\\ | Click on the **Confirm Templates** tab.\\ | ||
- | []\\ | + | [{{: |
- | **Type:** Purchase, Sale, or Both\\ | + | **Type** |
- | **Name:** Search templates by name\\ | + | **Name** |
- | **Delete Template:** Will delete | + | **Delete Template** |
- | **Copy:** Copy the template\\ | + | **Copy** |
- | **Modify:** Modify the template\\ | + | **Modify** |
- | **New:** Create a new template\\ | + | **New** |
+ | **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. | ||
+ | [{{: | ||
+ | |||