Create Templates

  1. Navigate to the Company level Admin tool.

  2. Under Tool Settings, choose the option available in your project:

    • Click the Contracts tab.
      OR

    • If you have the Change Management tools enabled, click the Contracts and Change Orders tab.

  3. Click the Compliance Templates tab.
    create-compliance-template.png

  4. Click Create Template.
    This opens the Create Template prompt.

  5. In the Create Template prompt enter a unique name in the Template Name box.
    create-template-modal.png

  6. Click Create.
    The template opens on a new page. The General tab is active.

Required User Permissions
Add Requirements