Create a Briefing Template

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 Employee cross-company access submodule under Settings.

To create a briefing template:

1. On the main toolbar, click Settings .
2. 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.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Document Templates.
4. Click the List tab .
5. On the grid toolbar, click Create New .
   WorkBook displays the briefing template in the grid.
6. Specify a name for the template.
7. Click the Editor tab .
8. On the grid toolbar, click Edit the briefing .
9. Use the editing tools to customize the template.
10. 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.
    Tip: To request a data tag to be added to the list, email WorkBook Support.
11. Click the List tab .
12. To specify where the template can be used, select the check box under these columns: Job, Resource, Pipeline, Task, Contact job request.
13. 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.
14. To use the template for a specific company only, double-click the Company cell and select a company.