Revision as of 06:00, 17 November 2017

Template Details Page

You can see the current status and all other information related to the template in various sections, which are at the top of this page. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

• Details: displays the name of the template, status, and by whom that template was created by. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.
• Extension Attribute: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
• Versions: displays the different versions of that template which are created. Whenever a template is edited and saved, a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
• History: displays the entire life cycle of the template till now.
• Team: displays the members that are added to the team working on this template through its complete life cycle. Click Add  icon to add more members.
• Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform following actions from the Template Details page:

• Download the template 
• Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
• Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
• Edit the template
• Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.