Upload a Briefing for Quick Ticket Templates

Use the Ticket Quick Create submodule to upload a briefing for 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 upload a briefing for 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 that you want to upload a briefing for.
3. In the left pane of the Settings screen, click Ticket Setup > Ticket Quick Create.
4. Highlight the quick ticket template that you want to upload a briefing for and on the grid toolbar, click Default briefings .
5. On the toolbar of the right pane, click Upload a briefing and open the briefing file that you want to upload.
   Note: Only one briefing at a time can be uploaded per quick ticket template.