Document Templates

Use the Document Templates submodule to create or upload briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates ensures formatting and language consistency.

Using Document Templates in WorkBook

You can use document templates in the following areas:

• The Resources tab of the resource information card
• The Briefing tab of a job card

Adding Data Tags

If you want to insert specific data to your document templates, you can do so through data tags. The data tags are available from the column to the right of the screen.

Limitations

The document editor does not replace a full-featured text editing application such as Microsoft Word or Google Docs. Also, WorkBook does not guarantee that the document preview will produce the same output on print. You may have to edit the template as necessary if you want the printed output to display correctly.

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