You can view a preview of the responses in the selected Word template while the project is in progress, and do not have to wait until the project is completed. The preview template can be set under the Project Settings. The selected template can be modified at any time.
Setting up Response Template
To set up a response template, you can follow the steps below:
- From the Project Menu options, select Project Settings. The Project Settings pop-up will appear.
- Select Preview Response Setup. The Preview Response Setup section appears with the list of available Word templates.
- Select the required template and click Save.
Previewing Responses
To preview response in a selected template, you can follow the steps below:
- From the Project Menu options, select Preview Project Settings. The Project Settings pop-up will appear. The Preview Responses pop-up appears.
Note: The preview generation takes some time.
The preview will be generated and displayed. You can anytime update the preview by clicking the Update Preview icon.
- To change the template, click the Change Template link. The Choose a Template pop-up appears.
Note: Only users with permission for Project settings will have access to change the template.
- Select the required template and click Save.
A success message will appear and the preview will be generated in the new template.
