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Assigning a Contract Template to a Contract
A contract must be assigned a contract template before issues linked to that contract can be created. Contract templates are assigned to contracts on the General screen in the Contract Home module.
You must first select the contract you wish to setup from the company and contract picker at the top of the screen.
When “All companies” is selected from the company picker on the left, all contracts from all companies are displayed in the contract picker on the right. You can select a company to narrow the contract picker to contracts from just that company. You can also use the search bar to search for the contract by number or name. You must select only one contract to be able to set the template for that contract.
Once you have done this, the details for that contract will appear on the General screen.
To assign a template to the contract, click the Template box to open a drop-down list of available templates for the company this contract belongs to, and select one of the options.