Templates for briefing

You can create templates, which can be used in the briefing tab.

To do so, you have to go to the settings and chose “Folders, reports and documents”.

Here you go to “Document templates” and create the new template by pressing screenshot-11.

screenshot-12

The template can be created to automatically insert certain datas.

From the list to the far right you have the options to chose between different data.

screenshot-15

 

After you have created the template, you can chose where it should be present.

Simply tick on or off where the template should be usable.

screenshot-13

 

You can now in the briefing chose the newly created template, by using the screenshot-17 in the briefing window.

screenshot-16

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