Changes

Jump to: navigation, search

Level 1 Templates

864 bytes removed, 17:56, 14 July 2009
no edit summary
* '''Associated Forms''' - Forms from the [[SmartSimple]] Web Forms [[Application|application]] that you wish to associate with the [[Template|template]].
==Creating Contract Templates==
 
1. Add the following four templates.
 
* '''Non-Disclosure Agreement'''
* '''Sales Contract - Purchase'''
* '''Sales Contract - Service'''
* '''Support Contract'''
 
The '''Template List''' will look as follows:
 
[[Image:Uta45.png]]
2. Click on the Non-Disclosure Agreement.
 
[[Image:Uta46.png]]
You can now use the tabs displayed at the top right of the page to modify the [[Template|template]].
* '''New Status''' – Add a new status to the Level 1 status list.
* '''Edit Template''' – Edit the template name, associated [[Workflow|workflows]], and webforms attached to the template.
* '''Template Page''' – Create an [[External|external]] web page that can be used to create a new Level 1 item.
* '''Level 1 Custom Fields''' – Add and display the [[Custom Field|custom fields]] specific to this [[Template|template]].
==Associating Templates with Statuses==
0
edits

Navigation menu