Inactivate a Contract Template

Users may opt to inactivate a Contract Template if the template is no longer valid or needed.

To Inactivate a Contract Template:

1. Go to Manage Contract Template>All Templates.
2. From the Contract Template Dashboard, Search for the Contract Template that needs to be inactivate.
3. Click the pencil icon to initiate the edit process.
4. On the Contract Template> Template Content, change the status from “Active” to “Inactive”

5. Click the Submit button to save.
6. A pop-up message will show to confirm the change.
7. Contract Template will display an Inactive status on the Template Dashboard.

Notes:

• System will display a message if the process cannot be performed.
• Select Cancel to disregard and verify the system message.
• Users can also launch this process by selecting the trash bin icon to inactivate a Contract Template.