Do you have similar Engagements with the same Job Title, Description, etc... Learn how to create a shared Engagement Template to pre-populate fields on new Engagements.

Instructions to use article templates

Create a step-by-step guide

Step 1: Access the template list view

• Explain the relevant actions to be performed

Step 2: Populate the content in the template

• Explain the actions under this step

Step 3: Use the template in your article

• Explain the actions under this step

Use the callout cards to highlight anything important about any of the steps mentioned above

Add a video to help users understand the steps visually

https://www.youtube.com/embed/U0_6R8oVbGM?&t=15s&wmode=opaque