|
Table of Contents : |
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 |
Lauren Partridge
Comments