Adding document templates and addendum document templates

You use a document template and addendum document template to determine the layout and format of contract documents and addendum documents. For example, you can create one document template that creates a document with two columns and another template that creates a document with three columns.

To add a document template or addendum document template

  1. Access Setup > Document Templates

    or

    Setup > Addendum Document Templates.

  2. From the Actions menu, select Create.
  3. On the Create Document Template form, use the following guidelines to enter field values:
    Contract Group

    Required. Select a contract group to assign to the document template.

    Title

    Required. 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 are adding.

    File

    Required. Click select, then the Browse button 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.

    Active

    Select this checkbox to make the document template active.

    Note: 

    The default is Active. Note that you cannot create a document from a template that is Inactive.

  4. Click Save.
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