Summary

This article shows you how to edit an agreement template. You can also set a template to active or inactive.

If you edit a template while the invalidate setting is yes/on, all signed agreements become invalid. All customers must sign again. If you do not want customers to sign again after you edit a template, set the invalidate setting to off.

Steps

1. Go to Left-hand Navigation: Admin » Agreement Templates.

2. Select the Actions button.

3. Select Edit.

   

4. Make your edits.

5. Select Save.

Related Articles

• Customer Agreements Templates
• Create New Agreement Templates
• Delete Agreement Templates