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Print Templates can be created and edited by admins and Contract Managers. The ID, Title, Template File, and Version Number fields are pulled into the Contracts table as a link to selected fields from another table. These are filtered to print templates whose Available for Contract Types field contains the Contract Type selected in the current Contract record. If multiple print templates are available for a Contract Type, the default value for the Print Template to Generate in the Contract is matched to the Default Print Template Title and Print Template File fields of the selected Contract Type. An Abbreviation field is used in the resulting file name, so it is useful to populate any new print templates with a reasonable abbreviation.
You can also add a print template without contract information, variables, or formulas, to the Print Template record using the Blank Form field. This field is used to provide a template of the document, without the metadata. This option can give potential vendors a chance to review the conditions of the document without including specific information. Essentially, the blank form should be considered as a preview of the contract terms.
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