---
title: "Briefing > Create a Brief Template R12"
canonical: "https://technology.bytangram.com/space/TGKB/452919616/Briefing%20%3E%20Create%20a%20Brief%20Template%20R12"
format: markdown
---
In WorkBook, **brief templates** can be created for job briefs, task briefs, pipeline briefs and resource briefs. Brief templates are created in the **settings **module and usually by your system administrator.

| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |

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## CREATE A BRIEF TEMPLATE

- Go to the **settings** module > **folders, reports & documents** > **document templates**
- In the **list **tab, click the **create new** button
- Give your brief a **name**

![image](media://e551cb76-7260-453b-b09c-2aa7a6289c45)

- Select the **company** the brief belongs to
- And the **areas of WorkBook** you’d like the brief template to be available

![image](media://b5545987-00fd-4275-98da-dd87da410ddb)

- Go to the **editor** tab
- If you already have a brief saved as a word document you can upload the brief by clicking the **upload a briefing** button

![image](media://e3a4412a-3859-45c5-82c3-bbf6e9a8e7f8)

- Or, click the **edit the briefing** button to create a brief from scratch

![image](media://ffcef887-fdf6-4022-90fd-9ad7f1e382a2)

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## EDIT A BRIEF

Even if you upload a document into the briefing area, you may still need to edit it.

- To edit the brief, click the **edit the briefing** button
- Use the **format buttons** to edit the brief

![image](media://07a937bb-f2ff-4df4-8f35-a5238f8a61bb)

- Add **dynamic content fields** to your brief so that data pre-populates at brief creation, i.e. client name, job number and job name
  - Use the **search** field to find the content you’re looking for
  - Click in the **field** you want to populate, then click on the **dynamic content ID **

![image](media://5137f7bb-1bf2-4242-8faa-37330951cfc3)

![image](media://38ff88e6-6e63-4a29-b37e-43361efde477)

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## SAVE A BRIEF TEMPLATE

- Each time you edit the brief template, you <u>must</u> click the **save** button

![image](media://25922e38-a6bb-4f68-8837-18f2f49aef58)

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## USE A BRIEF TEMPLATE

- When you created the template, you chose where you wanted it to be available to users

![image](media://b128430f-0afd-4215-8121-ac06ffcb740a)

- Depending on the settings chosen, the brief template will be available for users to select via the **add template** button

![image](media://0825bb9e-ef54-440a-adaf-1fa90ed8152f)

![image](media://61f08a0d-8701-4a80-a5df-ab47e6449fa4)

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> Macro (contentbylabel)