Automate templates
6 articles
Manage summary sheet informationHow to optimize project tracking by displaying only the relevant information on each summary sheet?
Add an attached file to a templateHow automatically attach a file to every contract generated from a template?
Set up a dynamic naming for your projectsHow to define a dynamic and automatic name for the project that will be generated from a template?
Automate document archivingHow to set up an automated document archiving?
Automate the addition of participants to projectsHow to set default participants for all projects created from a template?
Set up a default project managerHow to quickly and efficiently manage the assignment of your projects from the template?