X-author template is not showing in a particular contract type

Question

How do I publish a new agreement template for my newly created contract type? I was doing this a couple of times already but I can't seem to publish the template to a particular contract type. I can publish the template to all my existing agreement types though. What could have been missing in my contract type set up? Thanks in advance.

Jayson Morales · Accepted Answer

Hi Juhn,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Sales Cloud group below to collaborate with the experts for best practice and advice.

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sArCAI

Hope this helps.

Regards,

Jayson

Jhun Mercado · Answer

Thanks, but I managed to resolve the issue. I figured the new agreement type was not added into the agreement type dropdown list in the Template object. Thanks, Jhun

X-author template is not showing in a particular contract type

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