A user with the Creation Template Admin permission can upload their company's standard contract as a creation template so that it is available as a selection in the Creation Wizard whenever a user runs the wizard from a Contract Profile. Running the wizard generates the contract and stores the document in the Documents screen in the Profile.
A Creation Template Admin can perform the following tasks associated with creation templates:
- Locate a Creation Template
- Add a Creation Template, which includes the following steps:
- Edit a Creation Template, which includes the following tasks: