cats:settings:contractsettings

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cats:settings:contractsettings [2018/10/23 15:54] jencats:settings:contractsettings [2022/09/19 18:15] (current) – [Page Layout] jen
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 Change how the contract confirmation pulls in data and how data is displayed on [[cats:procedures:contract:confirmations|confirmations.]] All of these options affect the output of the contract confirmation, not any values on contracts in CATS. Change how the contract confirmation pulls in data and how data is displayed on [[cats:procedures:contract:confirmations|confirmations.]] All of these options affect the output of the contract confirmation, not any values on contracts in CATS.
  
-[{{:cats:settings:contractsettings_confirmsettings.png?|Confirm settings tab}}]+[{{:cats:settings:contractsettings_confirm.png?|Confirm settings tab}}] 
 **[[cats:settings:contractsettingsexamples#accepted_by|Fill in "accepted by" on confirm (with username)]]** - When checked, looks up the full user name in the User File and adds it to the bottom of the confirmation.\\   **[[cats:settings:contractsettingsexamples#accepted_by|Fill in "accepted by" on confirm (with username)]]** - When checked, looks up the full user name in the User File and adds it to the bottom of the confirmation.\\  
  
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 **[[cats:settings:contractsettingsexamples|Show purchase number on sale]]** - When checked, will include the purchase contract number on sale confirmations.\\  **[[cats:settings:contractsettingsexamples|Show purchase number on sale]]** - When checked, will include the purchase contract number on sale confirmations.\\ 
 **Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\  **Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\ 
-[{{:cats:settings:contractsettings:contractsetup_topandbottomlanguage.png|Top of Contract Language for the Confirmation}}]+ 
 +[{{:cats:settings:contractsettings_language.png?|Contract Language Tab}}] 
 To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information. To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information.
 [{{:cats:settings:contractsettings:contractsetup_edittoplanguage.png|Top of Sale Contract Language Edit Box}}] [{{:cats:settings:contractsettings:contractsetup_edittoplanguage.png|Top of Sale Contract Language Edit Box}}]
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 Press **Save** to save the contract language text.\\  Press **Save** to save the contract language text.\\ 
 ====Contract Settings Tab==== ====Contract Settings Tab====
-[{{:cats:settings:contractsettings_contractsettings.png?|Contract settings tab}}]+ 
 +[{{:cats:settings:contractsettings_settings.png?|Contract settings tab}}]
 **Price-Fix basis** -  **Price-Fix basis** - 
  
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 ====Confirm Templates==== ====Confirm Templates====
 Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats:procedures:codes:terms|]] for more details about setting up codes. Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats:procedures:codes:terms|]] for more details about setting up codes.
-[{{:cats:settings:contractsettings_confirmtemplates.png?|Contract settings confirm templates}}]+ 
 +[{{:cats:settings:contractsettings_templates.png?|Contract settings confirm templates}}]
  
 ====Page Layout==== ====Page Layout====
 Place a check next to the Contract Terms you wish to display on the Contract. Place a check next to the Contract Terms you wish to display on the Contract.
 Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons. Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons.
-[{{:cats:settings:contractsettings_page.png?|Contract settings page layout}}]+[{{:cats:settings:contractsettings_layout.png?|Contract settings page layout tab}}]
 Press **Save** to continue. Press **Save** to continue.
  
  • cats/settings/contractsettings.1540310040.txt.gz
  • Last modified: 2018/10/23 15:54
  • by jen