You can create custom templates to use for generating project documents, such as RFI's and RFQ's, in the PM module.

The diagram below outlines the four basic steps.

Note: Custom document templates are stored in document locations. Before following these steps, open the PM Create & Send form and make sure that there is at least one document location.

For more information, click on the links below.

Copy a Document Template

Edit a Custom Template

Customize a Template Using MS Word