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Understanding Templates

An engagement template is a setup that includes engagement entities and actions that you know you will frequently apply to various engagements. To add template, hover on Engagements menu, and click on templates sub-menu. On page load, click on the Add teamplate button, you will be prompted to select the engagement type which we explained here, select one and click on the Continue button, on page load, enter the details of the template and it’s key deliverables, and click on the Save as template button.



Updated on October 4, 2016

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