Download a Briefing Template

Use the Document Templates submodule to download briefing templates in PDF, Word, or image formats.

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

To download 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 containing the briefing template that you want to download.
3. In the left navigation pane of the Settings screen, 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 machine.