Creating asset lease templates

You can build templates as a foundation from which to quickly create records. The process of building a template is similar for all templates. This section describes creating templates using the asset lease template.

Procedure

  1. Select Contracts > Contracts Set Up > Templates > Asset Lease.
  2. Click the Add action.
  3. Specify the details.
  4. Create the template.

What to do next

The tabs, sections, and fields in the templates mirror the structure of the records that they represent. When building templates as a foundation for your contract management records, create all associated records on different tabs and build reusable template.