Contract Management

How do I copy Contract Management Template to another Client?

How do I copy Contract Management Template to another Client?

1.
Login to your account using the username and password provided.
 
2.
Click on the Master tab.
3.
Click on the Contract Management in the drop down.
4.
Click on the Transaction Documents Templates tab.
5.
Select the Client then Centre then Template Type. In Template Type select Main Template in drop down.
6.
Once All requierd field selcted grid will apper, Right Click on Selected row to Copy a Template.
7.
Select the Tickbox for requried Client to copy a Template.
8.
Click on SUBMIT button