Creating or Adding Item-Specific Document Templates

Item-specific document templates can be added or created from the Item Record Account section.

To create a document template or document for items:

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

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

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

4. 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.

Related articles