Document Templates - Procedures Use the procedures in this section to perform actions in the List and Editor tabs in Document Templates. Related Topics:Create a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to create briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates saves you time in putting together content for every briefing and minimizes of errors. 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. Delete a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to delete briefing templates that you previously created. Search for a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to search for briefing templates that you previously created. Download a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to download briefing templates in PDF, Word, or image formats. View a Briefing Template's Revision History Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to view the revision history of a briefing template. Parent Topic: Document Templates HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsDocument TemplatesDocument Templates - Procedures
Document Templates - Procedures Use the procedures in this section to perform actions in the List and Editor tabs in Document Templates. Related Topics:Create a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to create briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates saves you time in putting together content for every briefing and minimizes of errors. 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. Delete a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to delete briefing templates that you previously created. Search for a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to search for briefing templates that you previously created. Download a Briefing Template Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to download briefing templates in PDF, Word, or image formats. View a Briefing Template's Revision History Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to view the revision history of a briefing template. Parent Topic: Document Templates HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsDocument TemplatesDocument Templates - Procedures