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Creating Term Templates

This section assumes you have administrator privileges.

In this example, the administrator is setting up the term templates for the entire company.

To create a term template

1. Navigate to the Contracts Administration screen.
2. Select Term Templates in the Contracts Administration screen.
3. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Term #	The number of the term.
   Term Name	A representative description for the term; for example, Term Length.
   Type	The legal type of the term: standard, non-standard, or special.
   Description	The actual term as it is used in the agreement.