How do I manage Transaction Documents Templates?

How do I add Transaction Documents Templates?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
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.	Select existing Template Type or Create new Template by Selecting Add New Template option from List.
7.	Click on ADD button.
8.	Select Category and Other required fields.
9.	Click on SAVE button to add Transaction Document Template.

How do I edit Transaction Documents Templates?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
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 the asset from the grid. The row will become highlighted once selected.
7.	Click on EDIT button.
8.	Select Category and Other required fields.
9.	Once you edit the record Click on SAVE button to save the record.

How do I delete Transaction Documents Templates?

1.	Login to your account using the username and password provided.
2.	Hover over the Masters tab.
3.	Hover over the Contract Management and Click on Transaction Documents tab.
4.	Select Client, Centre and Other Required field.
5.	Click the asset from the grid. The row will become highlighted once selected.
6.	Click on DELETE button.
7.	It will show you Pop up message to delete Transaction Document Template. Click on OK button.