Create a Briefing Template from a File

Use the Document Templates submodule to upload a file from your machine and use it as a template.

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

To create a briefing template from a file:

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 for which you want to create the briefing template.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Document Templates.
4. Click the List tab .
5. On the grid toolbar, click Create a new document from a file and locate the file in your machine.
   WorkBook displays the briefing template in the grid.
6. To edit the template name, double-click the Name cell and specify a name.
7. To specify where the template can be used, select the check box under these columns: Job, Resource, Pipeline, Task, Contact job request.

Note: Briefing templates that are uploaded from a file cannot be edited.