Introduction Page

Edit Your Introduction Page:

  1. Open any quote on your projects page. Ensure there is a quote present within the report.
  2. Click "Open for Editing".
  3. Click on the Introduction Page on the left.
  4. Begin typing and creating your own custom introduction.
  5. Use tokens (found on the top right) to automatically add certain information.
  6. Once you are happy with your introduction, click "Save" and name your template.
  7. You can make this template visible to just you (My Templates) or to your entire team (Shared Templates).

Did this page help you?