Search for a Briefing Template

Use the Document Templates submodule to search for briefing templates that you previously created.

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

To search for a briefing 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 briefing template that you want to find.
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, use the Search field to enter keywords related to the record that you want to find.
   WorkBook displays the briefing template in the grid.