Enabling Record Type for Template Authoring
After you create a new record type, you must add it to the list of available X-Author for Contracts agreement types.
- Click
- Under the Custom Fields & Relationships section, click Agreement Types.
- Scroll-down to the Picklist Values section and click New.
- In the Agreement Types box, add one or more Agreement type picklist values and click Save.
If you have installed X-Author for Contracts, you can view the record type in the list of available options.