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Publish Cost Assistant Templates Efficiently Using ReadyTeam

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Quick guidde​

This demo showcases how to publish a template within Readyteam, highlighting the key steps involved.

Go to app.readyteam.ai​

1. Select User Profile​

Click the user profile to begin accessing your settings.

Select User Profile

2. Open System Settings​

Click System Setting to access the configuration options for your account.

Open System Settings

3. Access Template Setup​

Click Template Setup to manage and configure your document templates.

Access Template Setup

4. Choose Cost Assistant Template​

Click Cost Assistant to select the specific template category you want to work with.

Choose Cost Assistant Template

5. Select Bricks Template​

Click Bricks Template to open the template you intend to publish.

Select Bricks Template

6. Toggle Row Selection​

Select item to Publish

Toggle Row Selection

7. Click "Setting" Icon​

Click here to continue with the template publishing process.

Click 'Setting' Icon

8. Publish Template​

Click Publish to finalize and make your template available for use.

Publish Template

This demo demonstrated how to efficiently publish a template in Readyteam by navigating system settings, selecting and configuring templates, and finalizing the publishing process. You can now apply these steps to streamline your template management and improve productivity.