Applications Administration Guide > Proposals >

Associating a Mapping with a Proposal Template

After you have created a mapping, you must associate it with a template to make it apply to all the components in that template. You can associate a mapping with one or more templates.

This task is a step in Process of Creating Proposal Templates.

To associate a mapping with a template

1. Navigate to the Administration - Document screen > Proposal Templates view.
2. In the Templates list, select the record for the template with which you want to associate the mapping.
3. In the Mapping Name field, select the mapping you created earlier.