Table of Contents : |
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 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 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. |
Lauren Partridge
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