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

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 Employee cross-company access 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.