Steps to add new Word Template - v7.3.3

Steps to add new Word Template - v7.3.3

Please follow the below steps to Add new word Template.

Step 1: Login to ResearchWise WebApps and click on ‘Report Type’ option to select a particular report type.

Step 2: Select report type name ‘Sector Report’ and select the ‘research category description’.


Step 3: Then go to ‘Research Categories’ under report settings then select the same category that we have mapped in the report type and check its ‘research type’.


Step 4: Then Go to ‘Research Types’ and select the research type which we have checked in ‘Research categories’ Check where it is mapped, this report type metal & mining is mapped to sector it mean it is sector type report.

 

 

Step 5: Go to ‘Sector mapping’ select the report.

Step 6: Select the forecast source on which you want to add the Template, select view by sector, add the sector and browse the template and add it. Save it and close.


Now our new word template is mapped to the Exploration sector on selected Source (Templates are mapped to Live source only with Default in place.)

 

Copyright

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