How do I create a Section Template from an RFP Section?

Another time-saver is to take Sections from your RFP or RFI that you will use frequently and add them to your Library. 

Open one of your RFPs. If the desired Section is approved, it can be copied into the Library. Click on the desired section you want to copy over on the left-hand side of your RFP. In the Action Panel off to the right, click on the Library tab and then click the Convert to Section Template button. 

 

Once you go back into your Library the newly added section will be added to the alphabetized list for you to find quickly and easily when needed.