Working with Section Templates

Overview

Section templates can be used as boilerplate pieces of content that you can add to projects. This includes information that can help to build proposals, add to RFxs, and export into Response templates.

You can import section templates into an active project to quickly assemble content.

Use Case: You want a quick and easy way to reuse content for executive summaries, general project information, FAQs, and commonly used section titles and descriptions.

Creating Section Templates

1. Go to Sections, then click Add Section.
   
2. Select either Add a Section or Add Multiple Sections.
   
3. Do the following on the Add Section Template screen:
   
   • Enter a name in the Section Name field.
   • Enter any tags, collections, and owners in their respective fields.
   • Create sub-sections, if necessary, by selecting a parent question from the Parent Section drop-down menu.
4. Click Save.

Adding Content to Section Templates

1. Click the Section Template name.
   
2. Enter a description in the Section Description field (which can be useful for Executive Summaries), then click Save or Save and Next.
3. Click the Question tab and select Add Questions to add Q&A content (which can be useful for FAQs).
   
4. Do the following on the Add Questions screen:
   
   • Type the question(s) in the Enter Question Text field. You can add multiple questions by entering text on separate lines.
   • Check the Required box if the answer is required.
   • Enter an answer header in the Answer Header field.
   • Choose an answer type from the Answer Type drop-down menu.
   • Select a parent question from the Parent Question drop-down menu, if necessary.
5. Click Add. The question(s) will appear within the Section Template. Click each question to provide an answer.
   Note: The Recommendation Engine can also be used to complete responses.
   

Importing Section Templates into a Project

1. Go to Projects, then click on a project to go to the Section List.
   
2. Click Add Section > Import from Template.
   
3. Select the section(s) to add by checking the box(es), then click Next.
   
4. Set the Section Template Owner as the Author and/or Reviewer, and select a Parent Section as needed.
   
5. Click Import.
   Note: By default, newly imported sections are added to the bottom of the list. You can reorder them as needed.

Creating Section Templates from Projects

Section Templates can also be created from sections within projects.

1. Go to Projects, then click on a project to go to the Section List.
   
2. Do one of the following:
   • To save a single section as a template, lick the More Options menu next to a section and select Save as Template.
     
   • To save multiple sections as templates, check the boxes next to the sections, then click Edit > Save as Template.
3. Rename the template(s) and add to Collections as needed.
   
4. Click Save.