To use the Ticket quick create submodule, you must have access to
Settings as defined in the Employee cross-company access submodule under
Settings.
To download the briefing of a selected quick ticket template:
-
On the main toolbar, click
Settings
.
-
In the left pane of the Settings screen, click
.
-
Highlight the quick ticket template whose briefing you want to download and on the grid toolbar, click
Default Briefings
.
-
On the toolbar of the right pane, click
Download the Briefing
and select any of the following:
- Download as PDF: Use this to download the briefing as a PDF.
- Download as Word Document: Use this to download the briefing as a Word document.
- Download as Image: Use this to download the briefing as a PNG file.
Note: WorkBook downloads the briefing to your machine in the selected format.