About Creating a Document Template

You can create custom templates to use for generating project documents, such as RFI's and RFQ's, in the PM module.

The diagram below outlines the four basic steps.

Note: Custom document templates are stored in document locations. Before following these steps, open the PM Create & Send form and make sure that there is at least one document location.

For more information, click on the links below.

Copy a Document Template

Edit a Custom Template

Customize a Template Using MS Word