Creating document templates

  1. Select Supply Management > Supply Management Setup > Contract Management > Document Templates.
  2. Click Create.
  3. Specify this information:
    Contract Group
    Specify a contract group to assign to the document template.
    Title
    The name of the file you browse to in the File field will default, but you can type a different title for the document template that you add
    File
    Click the folder icon and browse to a file that you want to use as the document template. The document template must be an .rtf file. Sample .rtf files are delivered with the product.
    File Type
    File type is assigned automatically.
  4. Click Save.