WorkBook

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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 consistency, convenience, flexibility, and accessibility.

Using Document Templates in WorkBook

You can use document templates in the following:
  • The Resources tab of the resource information card
  • The Briefing tab of a job card

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 Employee cross-company access submodule under Settings.