Use the Ticket Quick Create submodule to upload a briefing for quick ticket templates.
To use the Ticket Quick Create submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To upload a briefing for a quick ticket template:
-
On the main toolbar, click
Settings
.
-
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 quick ticket template that you want to upload a briefing for.
-
In the left pane of the Settings screen, click
.
-
Highlight the quick ticket template that you want to upload a briefing for and on the grid toolbar, click
Default briefings
.
-
On the toolbar of the right pane, click
Upload a briefing
and open the briefing file that you want to upload.
Note: Only one briefing at a time can be uploaded per quick ticket template.