Introduction Templates
Editing 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 Insert token 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 12 months ago