Upload a template
1
On the Templates tab, click Add New, then Upload template
2
Choose the files
They are saved as proposal templates.
3
Check the Title
Use a title that says when to use the template, for example “Technical proposal, public sector IT services”.
4
Click Upload
Use a template in a draft
Point Emma at the template. In the chat, attach the template from your workspace, or name it in your request, and ask Emma to draft in its structure. See Working with Emma.Edit a saved template
1
On the Templates tab, click a saved template
Edit template opens.
2
Change the Name and the Description
The description tells Emma when the template should be used.
3
Edit the Structure
Use headings to define the proposal sections. Reyda shows how many sections it detected.
4
Click Save changes
Ask Emma
Emma can create and update proposal templates; on the Library page, her starter Improve templates helps you tidy up your set. Check her changes before your team uses them.Ask Emma