Modify or delete a template

Understand how to modify or delete a contract template

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

In the main menu, navigate to the Settings (Gear icon) and select Contract templates.

Select the name of the template to be edited or deleted.

To edit the name of the template, click the More button and select Edit:

Note: The template name must not contain the apostrophe character (').

To delete a template, click the More button and select Delete.

You can also Duplicate the template.

You can also modify the groups and contract lines displayed or add new ones by clicking on Add new line.
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Next step

If you are in the process of setting up your organization in PSOhub, your next step will be to complete the Invoice settings (even if you connect PSOhub with your back end financial solution).

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