Templates for Briefs, comments, amendments and more

Modified on Wed, 12 Jun at 2:09 PM

How to set up a template

All admin users will be able to add templates under Company Settings > Templates. Select the New Template button and fill in the necessary information to create a template. 

After you've saved the template, it will be displayed in a table where you can edit or delete the template.

How to use a template

Once you've setup e.g. brief templates, next time you add a brief to a job, there will be a Template dropdown listing all the saved templates for a brief. It will work the same when adding comments, amendments etc. that have saved templates.

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