Search contract templates

PICMI allows you to find contract templates quickly by using search, workflow type filters, and table columns. Here are the general search filter instructions.

Search fields

• Search Templates: searches by the contract template name
• Workflow Type: filters templates by workflow use, such as employment or service
• More Filters: opens additional filter options
• Clear All: removes all current filters

Columns

The contract template list can show different columns, such as description, archived status, last modified, and workflows.

note

If a template does not appear, clear the filters first and then search again.

Search for a contract template

1. Locate Menu, select Contracts
2. Click in Search Templates
3. Type part of the template name
4. Review the filtered list

The list will update to show only matching templates.

Filter by workflow type

1. Click Workflow Type
2. Select Employment Only or Service Only
3. Click Apply

The list will refresh to show only templates matching that workflow type.

Use more filters

1. Click More Filters
2. Choose the filter values needed
3. Click Apply

The list will refresh using the selected filters.

Clear the filters

1. Click Clear All

All current search and filter selections will be removed.

Customise the columns

1. Click the settings button on the contract template list
2. Select or clear the columns you want to show
3. Click Save

The table will update to show the selected columns.

note

Use the Workflows column when checking where a template is already in use before making changes.