Download Briefings of Quick Ticket Templates

Use the Ticket Quick Create submodule to download briefings of 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 download the briefing of a quick ticket 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 quick ticket template briefing that you want to download.
3. In the left pane of the Settings screen, click Ticket Setup > Ticket Quick Create.
4. Highlight the quick ticket template whose briefing you want to download and on the grid toolbar, click Default briefings .
5. On the toolbar of the right pane, click Download the briefing and select any of the following:
   • Download as PDF: Use this to download the briefing as a PDF.
   • Download as Word Document: Use this to download the briefing as a Word document.
   • Download as Image: Use this to download the briefing as a PNG file.
   Note: WorkBook downloads the briefing to your computer in the selected format.