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Download Templates From Template Library In ReadyTeam

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Quick guidde​

This demo showcases how to efficiently download templates from the Template Library within Readyteam

Go to app.readyteam.ai​

1. Open Template Library​

Click the Template Library to access the collection of available templates.

Open Template Library

2. Select Cost Assistant Category​

Select the Cost Assistant category to filter templates related to cost management.

Select Cost Assistant Category

3. Choose Cost Assistant Template​

Choose the Cost Assistant template to view its details and options.

Choose Cost Assistant Template

4. Initiate Template Download​

Click here to start downloading the selected template to your system.

Initiate Template Download

5. Open User Section​

Click the user account menu to access personal settings and preferences.

Open User Section

6. Access System Settings​

Click System Setting to manage system-wide configurations and options.

Access System Settings

7. Open Template Setup​

Click Template Setup to configure and manage your template library settings.

Open Template Setup

8. Select Cost Assistant​

Click Cost Assistant within Template Setup to adjust settings specific to this template.

Select Cost Assistant

9. View Imported Templates​

Click imported to see templates that have already been added to your library.

View Imported Templates

This demo demonstrated how to navigate Readyteam's Template Library to locate, select, and download templates efficiently. You can now easily access and manage templates to streamline your workflow.