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Item-specific document templates can be added or used after selecting an item in created from the Item Record Account section.

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1. Click on ‘Details’ next to a contract from the contract listing page.

2. From the contract menu, click on Item ‘Item Record Account

3. Click on an item in the item list

4. From the Item Options section, click on Office Item Template

5. Create or modify a document or template for use. Any document templates opened will automatically be created for the selected item (from step 3).Account’.

6. Under the ‘Contract Item Office Templates’ section select a template to download.

7. After the add-in is opened, under the ‘Entity’ field the desired Item can be selected.

   1. There is also the option to ‘Select All’ to create a document for all items.

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