Query Template
Using template filtering rules, you can set up user-defined filters to narrow the list of templates that display for tasks that involve previewing or generating documents. For example, for agreement templates created for multiple regions, you should only be able to select templates for the region to which they belong. The template filter uses agreement fields and related child object fields to select the templates to display.
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User Permissions Needed |
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To create, edit or delete a query template: |
Query Template: Read, Create, Edit, Delete Agreement: Read Template: Read |
Limitation
You cannot define more than 44 query templates. If you define more than 44 query templates, the Template Selection page that appears while generating documents does not display templates.
To insert an amendment template
You can insert an Amendment Template in the available choice of templates while generating an agreement in the state: In Amendment=In Amendment status.
