Convert a Template Walkthough 3 - Wordwallah Quote 3/6 - Chapters
The third of six walkthroughs that take you through the step by step process of converting an APPS FOR OFFICE TEMPLATE into your branding using the Wordwallah quote as an example.
This walkthrough focusses on how to create the chapter layouts you need for portrait and landscape chapters and appendices; and how to store these chapters as building blocks. Doing this saves everyone who uses the template from having to create and setup new chapter layouts when they are busy creating documents. Check out the third Convert a Template webinars for more detail and theory on creating chapter building blocks; the first two sessions will help know what you need to do to quickly get a template ready when time crunched.
When Wordwallah's principle, Mike Holland, usually creates a quote he decides which members of his team are being pitched. He then needs to either remove the people who aren't relevant from the starting document (his quote template) and edit their profile descriptions down so they don't include experience that is not relevant for the current job, or add new people. This six part series converts our APPS FOR OFFICE proposal template to the Wordwallah branding, and then the Wordwallah content structure. We then mark the template up and set the business rule criteria to allow Mike to automate quote creation - saving him at least a couple of hours each time he creates quotes. (Duration 90 minutes)
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