Creating addendum document templates
-
Select and click the Document
Management tab.
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On the Document Templates pane, click Addendum Contract.
-
Click Create.
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Specify this information:
- Contract Group
- Specify a contract group to assign to the
addendum template.
- Addendum Document Template
- This field is for display
only.
- 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.
- Mime Type
- The type of file to be attached will
default into this field when you browse to and add the
file.
-
Click Save.