Generate a group sales contract header file

1. From the Group Sales page, under Configuration, select Letter template library.

2. Under Tasks, select Generate header file.

3. In the Letter type field, select “Group sales contract.”

4. In the Output format field, select “Group sales contract output.”

5. In the Header file field, select the ellipsis. Browse to the location to save the new *.csv header file and name the file.

Note: Make sure you save this file in an accessible location. It will be used as the data source when you create the contract document in Word.

6. Select Save.

You can now use the group sales contract header file to create a group sales contract.