Creating document templates

  1. Select Supply Management > Supply Management Setup > Contract Management > Contract Document Templates.
  2. Click Create.
  3. Specify this information:
    Contract Group
    Specify a contract group to assign to the document template.
    Title
    This field uses the file name of the file you browse to in the File field, but you can specify a different title.
    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.