Agreement and Funding Wizard

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Synchronize Template

 
This functionality allows any changes or new columns added to the Wizard to be integrated to existing user customized templates. 
 
For example, the fields ‘Parent Agreement’ and ‘Parent Description’ are not implemented in the current version of this Wizard.  In this scenario, these fields are not available in the Default Templates or any user customized templates.  Should these fields be added in future, existing user customized templates will have to be synchronized to include these additional columns. 
 
In the ‘Manage Templates’ form select the Template Name and click on the ‘Synchronize’ button.  The additional attributes will be migrated to this particular template.
 
 
Refer to section: