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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.