WorkBook

Download a Briefing Template

Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to download briefing templates in PDF, Word, or image formats.

To use Document Templates, you must have access to Settings as defined in User Access Rights under Settings.

To download a briefing template:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the briefing template that you want to download.
  3. In the left pane of the Settings page, click Folders, Reports & Documents > Document Templates.
  4. Click the List tab .
  5. In the grid, highlight the template that you want to download.
  6. Click the Editor tab .
  7. On the grid toolbar, click Download the Briefing and select from the following options:
    • Download as PDF
    • Download as Word Document
    • Download as Image
    WorkBook saves the file on your computer.