Transaction Documents Templates
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How do I reorder Categories?

Table of Contents :

How do I reorder Categories?

1.
Login to your account using the username and password provided.
 
2.
Hover over the Masters tab.
Screenshot 2024-12-11 193356
3.
Hover over the Contract Management and Click on Transaction Documents tab.
4.
Select Client, Centre and Other Required field.
5.
Select Template Type from list.
6.
Click on the Template Title grid for which you want to see Manage Status List. The row will become highlighted once selected.
7.
Click on REORDER CATEGORIES button. It will open Reorder Categories in a new window.
8.
Reorder Document using Move Icon.
9.
Click on SAVE button to add the Transaction Document Template.
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.