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ON THIS PAGE YOU WILL FIND: | ||||||
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CREATE A BRIEF TEMPLATE
Go to the settings module > folders, reports & documents > document templates
In the list tab, click the create new button
Give your brief a name
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Or, click the edit the briefing button to create a brief from scratch
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EDIT A BRIEF
Even if you upload a document into the briefing area, you may still need to edit it.
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Add dynamic content fields to your brief so that data pre-populates at brief creation, i.e. client name, job number and job name
Use the search field to find the content you’re looking for
Click in the field you want to populate, then click on the dynamic content ID
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SAVE A BRIEF TEMPLATE
Each time you edit the brief template, you must click the save button
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USE A BRIEF TEMPLATE
When you created the template, you chose where you wanted it to be available to users
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Depending on the settings chosen, the brief template will be available for users to select via the add template button
Job Brief
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Task Brief
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