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