How to create a DocsCube Deal Room template?
Nikola
Last Update un anno fa
1. In order to set up Deal Room Template navigate to Dealrooms tab in the main menu and in the Templates tab click ‘Create Deal Room Template’ button
2. After entering the Deal Room Template name you will be redirected to the template edit screen where you can add a section by clicking on the ‘plus’ icon.
3. On the left side of the menu you can set the template layout
4. Inside the section content you can use variables with brackets. The system will ask you to provide information for all the variables when creating a Deal Room from this template
5. In order to create a Deal Room from a template just click the ‘Create Deal Room’ button and fill out the Request Form
