Agreement Templates

Use this module to create and edit templates for your customer agreements.

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Search templates

• To search for an agreement, click this Search box:

  

This searches in the Title and Description columns.

Add a new template

1. Click Add Agreement Template:

   

   This opens the Create Agreement Template dialog:

   

2. To require email verification for the contract, click the checkbox beside Requires Verification.

3. Fill in the text of the agreement. To add fields, click this dropdown:

   

   Click an option in this list to add it to the agreement:

   

4. Click Save.

You can now find the agreement in the list of templates.

Edit a template

1. To edit a template, click the Edit button beside it:

   

   This opens the Edit Agreement Template dialog.

2. Make your changes. This works the same as when adding a new template.

3. Click Save.

Archive templates

1. To archive or unarchive templates, use these buttons:

   

2. To confirm, click Yes:

   

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

3. To sort again by another columnm, click another heading.

If you sort by multiple columns, the last one you click is the highest priority. The priority is shown with numbers.

For example, means that rows are sorted first for that column. Rows that have the same value for that column are sorted again by the column marked with .

Download a list of templates

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.