Customize an Enterprise Cover Sheet

Administrators can customize a work item (issue, RFI, submittal) cover sheet for their enterprise—to designate how work items for the enterprise look when they are printed or exported—by going to Admin Center > Modules > Custom Cover Sheet.

Users may also Customize a Project Cover Sheet to set a custom work item cover sheet for a particular project.
  1. Select your name in the upper right corner and select Admin Center.
    Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.

    If you have more than one enterprise, select it from the Admin Center list.

    The selected Enterprise Info tab appears.
  2. Click Modules > Custom Cover Sheets.
  3. On the Custom Cover Sheets page, you can either drag-and-drop a Word (.docx) file onto the appropriate work item file-upload section, or click Choose a File to locate and upload a .docx file to serve as the default cover sheet for your work item.
    Tip: You can download one of the following work item .docx templates, modify it, and upload it as your default work item cover sheet:
  4. Once you have uploaded the .docx file to serve as the cover sheet for your work item, click Save Template.
Your uploaded custom cover sheet appears as the default work item cover sheet for how work items look when they are printed or exported for your entire enterprise.