Create a Briefing Template from a File

Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to upload a file from your computer and use it as a template.

To use Document Templates, you must have access to Settings as defined in User Access Rights under Settings.

To create a briefing template from a file:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a briefing template.
3. In the left pane of the Settings page, click Folders, Reports & Documents > Document Templates.
4. Click the List tab .
5. On the grid toolbar, click Create a New Document from a File and locate the file on your computer.
   WorkBook displays the briefing template in the grid.
6. To edit the template name, double-click the Name cell and specify a name.
7. To specify where the template can be used, select the check box(es) under these columns: Job, Resource, Pipeline, Task, Contact Job Request.

Note: You cannot edit briefing templates that you upload from a file.