Build your file Structure
Build all your templates for Proposals or Reports
This database pulls into Proposal and Project - so documents can be quickly and easily pulled together in a consistent and approved format.
Edit You can go back and edit/add to this at any time.
Populate as many details as possible to guide the end user who will populate the final Document.
Section Titles to give a guide on the structure of your template
Generic details that are always the same with approved wording and graphics e.g. - Company Info, Experience Lists, ISO Certificates, Trade Licenses etc
Guidance Note on what you expect for Proposal/Project specific sections
How to create Template
Navigate to Template
Select ‘Files’ via the blue menu bar on the left of the screen
Navigate to ‘Templates’ via the white horizontal submenu
Click ‘+Create Document Template and select Template type
You will now land in the document editor to design the template.
How to use the Document Editor
Add Cover Page/Control Page/Header & Footer
Click ‘Add Cover/Control Page/Header & Footer’ grey box from the left menu bar.
Edit Format as desired or use this template.
Notice links for ‘title’ ‘reference’ and ‘Company’ are set to pull from the Proposal details when the template is attached. And ‘address’ is pulling from admin console
In Header & Footer you can Supersede logo from Admin Console to business unit etc
Place ‘cursor’ where you want to place image
Select upload, Review width (tip: no wider than 700) and Select ‘Save’
Add New section
Click grey ‘plus’ next to section form menu on left side of screen
Select ‘Level’ to control page breaks
Level 1 creates a page break on each new section. Level 2 onwards does not .
Add tag for Proposal Work Breakdown summary & Catalogue
In the bottom of desired section, click the blue + sign
Select what information you want to pull from Proteus into the Proposal
Add Title, Reference and Company Details from Proposal/Project
Place ‘cursor’ where you want desired info to tag to
Click ‘help’ from the horizontal toolbar and Select desired tab