User Guide › Administration › Content Transfer › Packages › Creating a Package

Creating a Package

To create a package:

1. In the Packages page click Add New. The Add New Package page opens.
2. In Name, enter the package name.
3. In File name, enter the file name.
4. [Optional]. In Description, enter a description of the package.
5. In Entities, select Contract Templates or Service Definition. The panes below refresh to show the available entities to be included in the package.
6. In the right pane, perform a search for a specific contract template or service definition using the search mechanism. Once the desired entity is located, double-click to select.

   -OR-

   In the left pane, click to expand the Template Libraries and/or Template Folders to locate the desired contract template or service definition. Once the desired entity is located, click it to select.

7. Click Pack. The Packages page opens showing the added package.