You can configure a template by going to: configuration/preferences/clauses
Step 1.
Step 2.
From the list of templates you are able to activate a button named New clause template. Here, the user also has access to the list of previously added templates. The list is divided to:
Details such as: clause name, type, agreement expiration and time are displeyd in the list.
When adding and creating new template the user has to fill in:
If the user wants to modify the consent of the clause, changes will aplly to future occurences of the clause. Already added clauses will not change unless the clause is deactivated and reactivated.
Only an unused template can be deleted. Otherwise, an archive button is available.
You can archive a template straight from the list or by going to the details. If you want to do this, select the Archive button.
After choosing an option, the user will be asked if he definitely wants to archive the template. He will be informed that clauses which are using the archived template will be deactivated. After archivisation, a template chosen from the list is relocated to the archived clause templates. You can see a label clause template is archived in the details list. The user can’t delete or edit this template. Those options will be unlocked after restoring the template (the restore button).
Clause names that are using the archived templates will be displayed as archived. Those clauses can’t be reactivated.
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