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Modify or add a Contract group
Modify or add a Contract group
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. Then, select your desired template.

To modify or add a contract group, click Add line and in the next screen, click Groups.

Here, you can add a new group or, use the drop-down arrow, to change the sequence number of the group. You can also change the description of the group as well as delete a group (but only if no contract lines are linked to the group.).

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

Once you are done, click Close to return to the Contract line template dialog box:

Click Cancel to see your saved modifications.

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