Templates Form

Use the Templates form to create and maintain templates and master elements that can be used with Custom Proposals.

Contents

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Proposal Templates Grid

This grid displays the templates that have been entered and saved for Custom Proposals.

• To open a template, click the template's name.
• To edit a template's name, description, or category, click the template's grid row and edit the column directly in the grid.
• To add a template, click the + Add Proposal Template link and complete the fields on the Add Proposal Template dialog box.
• To edit, rename, copy, export, or delete a template, select the grid row, click , and select the desired option. Refer to the respective online help procedure for additional information.

Field	Description
Name	Enter a Name for the proposal template. This is the name that also displays in the Templates list in the New Proposal dialog box. If you are creating a new proposal from a template, you select the template's name from this list.
Description	Enter a Description for the proposal template. This description will be used by other team members to ensure they understand the purpose of this template. If you are editing the description, click the Edit [ICON] and use the text editing options on the Description dialog box to enter, format, or update the template description.
Category	Select a Category for the proposal template. The categories allow you to organize the templates and then search the templates by category. Categories are defined by your administrator.
Created By	This column displays the name of the individual who created the template.
Last Updated	This column displays the most recent date and time that the template was updated.
+ Add Proposal Template	To create another proposal template, click this link and complete the fields on the Add Proposal Template dialog box.

Master Elements Grid

This grid displays the master elements that have been created and saved for use with Proposals. Master elements that group a set of proposal elements together for reuse. For example, records, text boxes, and images can be grouped and saved together and then placed on both proposals and templates. This is helpful for quickly and efficiently creating proposals that have similar layouts and information.

• To open a master element, click the element's name.
• To edit a master element's name, description, or category, click on the master element's grid row and edit the column directly in the grid.
• To add a master element, click the + Add Master Element link and complete the fields on the Add Master Element dialog box. See the [XXX] procedure for details.
• To edit, rename, copy, or delete a master element, select the grid row, click and select the desired option. Refer to the respective online help procedure for additional information.

Field	Description
Name	Enter a Name for the master element. This is the name that also displays in the Master Elements list when you add a master element to a proposal.
Description	Enter a meaningful Description for the master element. This description will be used by other team members to ensure they understand the purpose and contents of this master element. If you are editing the description, click the Edit [ICON] and use the text editing options on the Description dialog box to enter, format, or update the template description.
Category	Select a Category for the master element. Use the categories to organize the elements by function. You can also search the elements by category. Categories are defined by your administrator.