How do I manage Milestone Templates?

Table of Contents :

How do I add Milestone 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 Milestone 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 Milestone 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 Milestone 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 Milestone 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 Milestone 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.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files

Tags:

Was this article helpful?

Yes

Comments