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How to customize the "Attached Contract Preview" template

edited Sep 12, 2024 10:05AM in Enterprise Contracts 1 comment

Summary:

When adding contract terms to any purchasing document, there is an option to attach a document rather than add clauses/templates set up in enterprise contracts. When printing the PDF for such purchasing documents, there is a page that is appended to end of the PDF, calling the "Attached Contract Preview"
template from the reporting catalog(Location: Shared Folders>Enterprise Contracts>Contract Terms Printing>Attached Contract Preview). We are able to "customize" the report similar to any of the other contract terms templates, but there doesn't seem to be any place in the setup that allows you to choose the customized template.

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