Request Templates Training

Request Templates are a new functionality that allow a Buyer to create a template for a request that they repeat often.

Some key points:

• Templates can be set-up to pre-populate information or documents for your Requests.
• Templates can be created for individual Buyers or be shared across your organisation.
• Templates are placed into ‘Libraries’ for easy organisation.

This session will teach you how to use and manage templates for your organisation. We have timestamped two key sections of the webinar that we think you'll find useful:

• 4.03 - Creating templates as a Buyer
• 12.44 - Creating templates for your organisation as an Administrator