Objectives:
- Group contract templates under categories
Steps:
Contract templates can now be organized into specific categories within the client portal, just like contract requests. This allows users to easily find and access the templates they need.
Here’s how to group contract templates under categories:
- Go to System Settings→ Templates under Contract & Documents
Adding a New Template:
- If you're creating a new template, click Add from the List of Templates page
- On the template details page, you'll see the Request Type Category field.
- From this dropdown, select the category where you want the template to appear in the client portal.
These categories correspond to the contract categories displayed on the client portal’s home page, helping to organize contract requests. They can be managed under the Client Portal Settings.
Editing an Existing Template:
- To move an existing template into a category, click Edit on the template you wish to modify.
- In the Template Details section, choose the appropriate category under the Request Type Category field.
If a template is not assigned to any specific request category, it will automatically be listed under the Draft Contract/Document from Template category in the client portal.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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