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.

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

To search for a briefing template:

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 that contains the briefing template for which you are looking.
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, use the Search field to enter keywords that are related to the record for which you are looking.
   WorkBook displays the briefing template in the grid.