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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 section at the top of this page:

  • 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.
  • Versions - displays the differnt version of that template which is created.
  • History - displays the entire life cycle of the agreement till now.
  • Team - displays the members that are added to the team working on this agreement for it's complete life cycle. Click the + Add icon to add more members.
  • Notes - displays all the comments added while acceting/rejecting the template and  the additonal ones.

 

You can perform following actions from the Template Details page:

  • Download the template.
  • Delete the template, This option will be shown only if the template is in draft state.
  • Edit the template. 
  • Terminate the template, for example, when the template is not in use for long.

 

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