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Document Templates

Project Workflows can have Project Document Templates linked to them, to encourage consistent branding across your proposals and other projects.

1. The Project Document Template section can be found under Administration, Settings, then Project Settings.

2. Add a new Document Template by clicking the + on the top right of the section.

Edit existing templates by clicking on the Name of the template that you would like to edit.

3. Enter the template Name, upload a Document to use, and click SAVE.