Document Templates - Procedures Use the procedures in this section to perform actions in the List and Editor tabs of the Document Templates submodule. Related Topics:Create a Briefing Template Use the Document Templates submodule to create briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates saves you time in putting together content for every briefing, and minimizes the occurrence of errors. 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. Delete a Briefing Template Use the Document Templates submodule to delete briefing templates that you previously created. Search for a Briefing Template Use the Document Templates submodule to search for briefing templates that you previously created. Download a Briefing Template Use the Document Templates submodule to download briefing templates in PDF, Word, or image formats. View a Briefing Template's Revision History Use the Document Templates submodule to view the revision history of a briefing template. Parent Topic: Document Templates HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsDocument TemplatesDocument Templates - Procedures
Document Templates - Procedures Use the procedures in this section to perform actions in the List and Editor tabs of the Document Templates submodule. Related Topics:Create a Briefing Template Use the Document Templates submodule to create briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates saves you time in putting together content for every briefing, and minimizes the occurrence of errors. 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. Delete a Briefing Template Use the Document Templates submodule to delete briefing templates that you previously created. Search for a Briefing Template Use the Document Templates submodule to search for briefing templates that you previously created. Download a Briefing Template Use the Document Templates submodule to download briefing templates in PDF, Word, or image formats. View a Briefing Template's Revision History Use the Document Templates submodule to view the revision history of a briefing template. Parent Topic: Document Templates HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsDocument TemplatesDocument Templates - Procedures