Adding existing sections to existing templates

  1. Select Contracts.
  2. Click the Components tab.
  3. Click Templates.
  4. In Contract Templates By Type, select a contract type. Then, in the Contract Templates pane, select and open an existing contract template.
  5. Click the Helper List icon.
  6. Select one or more sections to include it in the contract template.
    You can also add additional new sections to the template using the Create action. See Creating a new section for an existing template.
  7. Click Attach To Template.
  8. Use the Display Order column in the Contract Template Sections list to set the order in which the sections are displayed on the contract.