Add a Boilerplate

Use the Boilerplate form to create a new boilerplate. You can use the text editing and formatting toolbar to standardize your boilerplate for inclusion in proposals and other documents.

This option is only available if you have the access rights that are required to add and edit records.

To add a boilerplate:

1. In the Navigation pane, go to the Hubs section and select Boilerplates.
2. Click +New Boilerplate next to the search field.
3. Complete the Name and Description fields on the Boilerplate form.
4. In theText field, enter the standardized text of the boilerplate that can be used again and again for proposals and other documents.
5. In the upper right corner of the Text field, click to use the text editing and formatting options.
6. Click Save.