cats:procedures:contract:confirmationtemplates

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cats:procedures:contract:confirmationtemplates [2018/10/02 14:02] – [Create a New Confirmation Template] jencats:procedures:contract:confirmationtemplates [2018/10/04 14:54] (current) jen
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 Click on the **Confirm Templates** tab.\\  Click on the **Confirm Templates** tab.\\ 
 [{{:cats:procedures:contract:contractconfirm_confirmtemplates.png?|Confirm templates tab}}]\\  [{{:cats:procedures:contract:contractconfirm_confirmtemplates.png?|Confirm templates tab}}]\\ 
-**Type:** Purchase, Sale, or Both\\  +**Type** - Search templates by Purchase, Sale, or Both.\\  
-**Name:** Search templates by name\\  +**Name** Search templates by name.\\  
-**Delete Template:** Will delete the template\\  +**Delete Template** -  Delete the template.\\  
-**Copy:** Copy the template\\  +**Copy** Copy the template.\\  
-**Modify:** Modify the template\\  +**Modify** Modify the template.\\  
-**New:** Create a new template (see details below)\\+**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. 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.}}] [{{:cats:procedures:contract:contractconfirm_choosepurchaseorsale.png?|Choose purchase or sale.}}]
  • cats/procedures/contract/confirmationtemplates.1538488920.txt.gz
  • Last modified: 2018/10/02 14:02
  • by jen