From ICIHelp7.15
Template Management
The Template is a framework that represents a standard layout for a Contract/Agreement. The Template Management Tile enables you to manage all aspects of creating and editing templates from a single page. From here, you can:
- view and manage all your templates on the Template Page.
- upload an existing template in ICM through Create Template Page.
The template for agreement is created using ICM Word add-in, tough there is a Create Template tile in ICM application but the preferred method of creating a template is using ICM’s Microsoft Word Add-In. See Working with ICM Word add-in for more details.
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