This article and video tutorial will show you how to use the rates and information from an old template or contract and use them to create a new one for the current year.
From the Rates & Contracts > Rate Templates:
- Click on "Create Template Draft" and create a new template (with your new contracting period)
2. If you have loaded your rates and have completed a template previously, a prompt will appear to allow you to import all the data (rates, policies, extras etc.) into this new template. Just select the template that you'd like to import, and follow the steps.
Note, if this prompt doesn't appear, or if you want to overwrite any data of an existing template, Click on Edit Tools, then "Import Data from a template"
3. Once you've finished importing the data from a previous template, you will need to review the template and make any updates as necessary.
You can click on "What's missing?" to review the information that needs to be added or updated.
To edit any sections of the contract, hover over the desired section, and click on the Edit button.
4. Click to FINALISE TEMPLATE when you're finished editing the template.
Now you're ready to send a contract!
Any questions? Contact Trinh, our Customer Experience Manager, on 02 9188 1607 or 0490 423 927.