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Use the Templates tab to view contract templates built for your organization. Use this tab to select a contract template to be changed or delete a contract template no longer used. Use the Add function to create a contract template.
The following links are available in the Templates grid.
Link |
Purpose |
Click the link for more information |
|
Click the Add button to add a contract template. |
Building a Contract Template |
|
Click the Filter icon to display the Filter boxes at the top of each column. Use the Filter boxes to filter the grid. |
N/A |
|
Click the Pencil icon to view and, if applicable, change contract template. |
Maintaining the General Template Settings Maintaining the Template Header Maintaining the Template Footer
|
|
Click the Delete icon to delete contract template. |
The Templates grid displays the contract templates available to the user. The following table defines each column included in the grid.
Column Heading |
Definition |
Contract Name |
This column shows the name of each contract template. |
Code |
This column shows the code used to identify each contract template. |
Contract Description |
This column shows a description of each contract template. |
Active |
A Y displays if the contract template has an Active status. An N displays if the contract template has an Inactive status. |
Edit |
This
column displays the Pencil icon |
Delete |
This
column displays the Delete icon |
Follow these steps to delete a contract template.
 |
Best Practice: Deleting a contract template is permanent. LINQ recommends inactivating a contract template instead of deleting it. An inactive contract template can be activated and reused at a later time. |
Optionally, click
the Filter icon 
to display the filter criteria boxes. Use the Filter
boxes to search for the template to be deleted.
In the Template
grid, click the Delete
icon 
that corresponds
to the template to be deleted. The template is removed from the Templates grid.
