Working with section templates in projects

Overview

You can reuse sections as section templates. Section templates can be used as boilerplate pieces of content to add to projects. This includes information that can help to build proposals, add to RFXs, and export into response templates.

• Section templates can be organized like other pieces of content in the library by using metadata such as tags and collections, and put into groups. Doing this helps keep your section templates organized, especially when you have similar section names with different content.
• For example, you can easily add narrative sections, such as cover letters or executive summaries, to your questionnaires by using section templates.

You have two different executive summaries, one for health care customers and one for government customers. Using group names helps users identify which section template to choose when searching for the appropriate content. The section name can remain as Executive summary, then the group name filter can be applied to determine which executive summary is appropriate. Note that when adding a section template to a project, the full section same will export. 

Section templates can be added manually in the Content Library or saved directly from sections in projects.

See Working with section templates in the Content Library and the Introduction to section templates Academy course for additional information. 

Select the applicable tab for your edition of Responsive.

• Creating section templates in projects

  1. From the Answering page of the project, click the More Options menu associated with the section you want to use as a template and click Save as template.
  2. Enter a template name, select a collection to add it to (if applicable), then click Save.

  Updating section templates

  Section templates must be updated from the Sections tab of the Content Library See the Updating section templates section of Working with section templates in the Content Library for more information.

  Adding section templates to projects

  Any time a section template is used it exports to a Word template.

  • If the whole project is exported to a Word template it exports in the same order it exists within the platform.
  • If the rest of the project is exported to the source file, two separate documents are exported to the zip file.

  To add section templates to projects:

  1. From the Sections page of the project, click New section and select Section template.
  2. Select the section template you want to use, then click Next.
     Note: You can use the Advanced search to narrow your results (you can filter by group name and select health care, for example).
  3. Set the author, reviewer and parent section as applicable, then click Import.
  4. Once imported, you can rearrange the sections by doing the following:
     1. Select the checkbox in front of the section, then click Reorder.
     2. Use the handle to drag and drop the section, then click Save.

  See the interactive video below for a quick walkthrough of the process:

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Creating section templates in projects

  1. From the Answering page of the project, click the More Options menu associated with the section you want to use as a template and click Save as template.
  2. Enter a template name, select a collection to add it to (if applicable), then click Save.

  Updating section templates

  Section templates must be updated from the Sections tab of the Content Library See the Updating section templates section of Working with section templates in the Content Library for more information.

  Adding section templates to projects

  Any time a section template is used it exports to a Word template.

  • If the whole project is exported to a Word template it exports in the same order it exists within the platform.
  • If the rest of the project is exported to the source file, two separate documents are exported to the zip file.

  To add section templates to projects:

  1. From the Sections page of the project, click New section and select Section template.
  2. Select the section template you want to use, then click Next.
     Note: You can use the Advanced search to narrow your results (you can filter by group name and select health care, for example).
  3. Set the author, reviewer and parent section as applicable, then click Import.
  4. Once imported, you can rearrange the sections by doing the following:
     1. Select the checkbox in front of the section, then click Reorder.
     2. Use the handle to drag and drop the section, then click Save.

  See the interactive video below for a quick walkthrough of the process: