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Templates are predefined documents that contain commonly entered information and from which new documents of that type can be created.  They save time by reducing user input to only the data required for a specific transaction.

Note that Templates do not store header information such as Client name, status or element, as these are unique to each document.  But they do remember the text details entered in the reference field and body of Briefs, Amendments and Billing Instructions.


Find out how to:

Step-by-step guide


Adding an Amendment Template

  1. Open the amendment that you want to create a template from.

  2.  Click the More button on the Toolbar.



  3. From the drop down that appears, select Create Template.



    A Create Template dialog appears.

  4. Enter a name for the template, and select if the template is to be shared across all companies.



  5. Click OK to apply the changes.

    The Template will be available when creating the same document type from the Templates section of the Add New dialog.




Applying an Amendment Template

You can apply a template when you create an amendment, or once the amendment has been created.  These steps show you how to apply the template after the brief has been created.  See Adding an Amendment on how to apply a template when creating an amendment.

  1. Open the amendment that you want to apply a template to.
     
  2. Click the More button on the Toolbar.



  3. From the drop down list, select Apply Template.



    A list of all amendment templates will appear.

  4. Select the template you want to add.

    In this example, TV ad Amendment was selected.



    An Apply Template dialog appears with a warning. 

  5. If you do not wish to proceed click the No button, otherwise click Yes to apply the template.



    Notice that the Reference field and the Editor tab has changed. 



  6. Make all the necessary changes to the template, and then click the Save button.