Editing asset lease templates

As you build and save your templates, you can edit them as needed. The process of editing a template is similar for all templates. This example in this section uses the Asset Lease template.

Procedure

  1. Select Contracts > Set Up > Templates > Asset Lease.
  2. Click the Link for the Asset Lease template that you want to edit.
  3. Specify the details, update the critical dates, create associated records for Clauses & Options template, add Payment Schedules etc.
  4. Save the template.