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  • How to Create Contra Predefined Forms




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To create a new form you must first go to the System Settings→ Contracts & Documents→ Upload Contract/Document Forms

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From this page you can view the list of your predefined forms, clone, edit, delete, or add a new one.

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Each page can contain many fields, which could be system fields or custom fields.

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So, choose the fields you want, give them a display name, add a description when needed, and specify the required fields as well.

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