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