Boilerplates Hub

Boilerplates are blocks of text that can be used repeatedly in proposals and other documents. Boilerplates are useful for describing project approach or firm history.

The Boilerplates hub allows you to create, format, and save these blocks of text for reuse by other team members. Because this information can be shared, your team can quickly access project approach information, graphics files, firm profiles, and narrative text that can be applied repeatedly to proposals. For example, you might have a firm history that you always include in a proposal in which the text and formatting are standardized. Creating this information in a boilerplate allows all team members to apply the text to their proposals, ensuring a consistent format and message across your firm.

Text that you create within a boilerplate is saved in a Rich Text Format (RTF). This allows you to copy and paste text from any standard Windows application into Vantagepoint text fields. Some Windows programs and Web pages have unique formatting and graphics options that Vantagepoint may not support. In these situations, you may have to reformat text that you copy and paste from other systems.

Videos

Title Description

Hub Navigation Tips and Tricks

Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.

Explicit Save in Hubs

Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes.