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Skapa en ny avtalsmall

TenFAST Teamet

En avtalsmall kan du lägga till egna fält (tillägg) i avtalen. Du skapar en avtalsmall i två steg:

  1. Skapa tilläggen.
  2. Skapa en avtalsmall och välj vilka tillägg som ska ingå.

Skapa tillägg

  1. Peka på Avtal i västermenyn och välj Tillägg.

  2. Välj Skapa ny.

  3. Skriv ett namn till tillägget och välj Nästa.

  4. Fyll i formuläret en gång per tillägg.

Välj Lägg till fält för att få fler tillägg.

Högerpanelen visar hur tilläggen kommer se ut. 5. Välj Spara.

Skapa en avtalsmall

  1. Peka på Avtal i vänstermenyn och välj Mallar.

  2. Välj Skapa ny.

  3. Fyll i namn och kategori för mallen. Välj Nästa.

    Högerpanelen visar hur mallen kommer att se ut.

  4. Välj de tillägg som du vill ha med i mallen.

  5. Välj Skapa. Den nya mallen kommer med i listan över mallar.