Use the Document Templates submodule to upload a file from your machine and use it as a template.
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 from a file:
-
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 a new document from a file
and locate the file in your machine.
WorkBook displays the briefing template in the grid.
-
To edit the template name, double-click the
Name cell and specify a name.
-
To specify where the template can be used, select the check box under these columns:
Job,
Resource,
Pipeline,
Task,
Contact job request.
Note: Briefing templates that are uploaded from a file cannot be edited.