Set a Default Compliance Template for Commitments (Stub)

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Background

With Procore Pay, a Project Admin or a user with 'Admin' level permissions on the Commitments tool can set a default compliance templates to use on commitments in Procore projects.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Admin tool.

  2. Under Tool Settings, click Contracts.

  3. Click Compliance Templates.

  4. In the Compliance Templates page, locate the template to assign to a project.

See Also

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