Set up a Contract Link Template Category

Contract link templates must belong to a contract link template category. Contract link templates cannot be moved to a different category.

Security Note: You need the Allow the user to maintain contract link templates security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Select the Organisations panel in the Solution Explorer.
2. Expand the Contract Link Templates node.
3. Right-click the Contract Link Templates node and select New » Contract Link Template Category from the menu.
4. Update the name of the contract link template category node if required.
5. Click Save.