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    • Configure default template on Invoice Preview button in Contract Management

    edited Apr 22, 2025 4:39PM in Project Management 1 comment

    Summary:

    We would like to identify how to

    We would like to identify how to configure the Invoice Preview button in Contract Management such that it does not automatic run the default template. We have several customized templates available for user to select from the preview button. Ideally, the user would select the template PRIOR to template running instead of automatically running a template. This will enable us to improve performance and user experience.

    See attached screenshot for reference.

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