Use the Document Templates submodule 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 the occurrence of errors.
To use the Document Templates submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To create a briefing template:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create the briefing template.
-
In the left navigation pane of the Settings screen, click
.
-
Click the List tab
.
-
On the grid toolbar, click
Create New
.
WorkBook displays the briefing template in the grid.
-
Specify a name for the template.
-
Click the Editor tab
.
-
On the grid toolbar, click
Edit the briefing
.
-
Use the editing tools to customize the template.
-
To automatically insert certain data, position your cursor where you want it to display in the template, and select a data tag from the list on the right sidebar.
-
Click the List tab
.
-
To specify where the template can be used, select the check box under these columns:
Job,
Resource,
Pipeline,
Task,
Contact job request.
-
To categorize the templates into groups, double-click the
Group cell to specify a group name. You can then modify the grid and select
Group as the
Groupings criterion.
-
To use the template for a specific company only, double-click the
Company cell and select a company.