How to...

You can create, copy, edit, search, or delete boilerplates.

Related Topics:

  • Add a Boilerplate
    Use the Boilerplate form to create a new boilerplate. You can use the text editing and formatting toolbar to standardize your boilerplate for inclusion in proposals and other documents.
  • Copy a Boilerplate
    You can copy and modify an existing boilerplate record to create a new record.
  • Edit a Boilerplate
    To change boilerplate information and modify text using the editing and formatting toolbar, go to the Boilerplate hub and select an available boilerplate.
  • Delete a Boilerplate
    You can delete a boilerplate record in the Boilerplate form. In cases where you determine that a boilerplate record was either created or duplicated by mistake, or that it no longer serves a purpose, you can delete it.
Parent Topic: Boilerplates