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Contract Confirmation Template

Contract Confirmation Template​

Templates are used to create contract confirmation documents. Templates may use specific language needed to create a legal document. You must create the template before you can use it for the contract confirmation.

Create a New Confirmation Template​

To create a contract confirmation template, go to Maintenance > Setup > Contract Setup.\

Access menu to create a confirmation template
Access menu to create a confirmation template


Click on the Confirm Templates tab.\

Confirm templates tab
Confirm templates tab


Type - Search templates by Purchase, Sale, or Both.
Name - Search templates by name.
Delete Template - Delete the template.
Copy - Copy the template.
Modify - Modify the template.
New - Create a new template (see below).
Save - Press save to save any changes.
Cancel - Press cancel to go back to the main menu.\

Create a New Template​

Click on New to create a new contract confirmation template. Select purchase or sale to continue.

Choose purchase or sale.
Choose purchase or sale.