Boilerplates Overview Tab
Use the Overview tab to enter a name and a description for the boilerplate and add the text that can be used repeatedly in proposals and other documents.
Contents
Field | Description |
---|---|
Description | Enter a description for the boilerplate. |
Text | Click to enter boilerplate text. In the top right corner of the text box, click to display the text editing and formatting toolbar. |
Custom Currency Code | If you use multiple currencies, this column displays the currency code used for user-defined currency fields. |
Parent Topic: Boilerplates Form