Specifying Template Instructions

You can specify instructions in the template for completing the close process. Users can view the instructions from tasks in the template. The instructions are also transferred to each schedule.

You may also want to supply additional detail to help users understand the purpose of the template and how to complete the tasks. You can attach additional references.

To specify template instructions:

  1. From the New or Edit Template dialog, select the Instructions tab.

  2. In Instructions, enter instruction text for each task in the template to include.

  3. Click OK.

To add a reference:

  1. In the References section, click Add.

  2. From the Type list, select one of these types:

    • Local File

      Enter a name, click Browse to select and attach the file, and click OK.

    • URL

      Enter a URL name, then enter the URL, and click OK.


    To add a reference file or URL to multiple templates at one time:

    1. Navigate to the templates main page.

    2. You can multi-select (either highlight more than one row or select more than one using the SHIFT key), and then click Actions, then Add Reference, then File or URL.


    You can also add one or more attachments by using drag and drop functionality available from the Add Attachments dialog box. You can rename the attachment in the Name field, if desired. If you drag and drop multiple attachments, you can upload them at one time.

    You must access the Add Attachments dialog box to properly drag and drop attachments.
  3. Enter the necessary information in the template sections: