Edit Preconfigured Templates

If your organization plans to use the preconfigured contract templates for group sales and facility rentals, you should review each and edit them as needed to meet the needs of your organization. For example, you can edit the language used in the body of the contract letter and add an organization logo or other images to the templates. Common edits include adding different opening and closing salutations, including a mission statement or other organization-specific information, and a signature line with legal text to make the document a binding contact.

You can also add or remove data fields to control the order information pulled form your database and placed in each contract created using the templates. For a listing of the data fields that can be used in contacts, see Contract Template Data Fields.

Note: In order to edit the preconfigured templates, you must have Microsoft Word installed.