Document Templates?
Document Templates?
Hello!
We're a not-for-profit, volunteer-run organization hoping to use Zoho Projects to collaboratively manage our group and plan its events.
I would like to post an Agenda Template and a Meeting Minutes Template.
In Projects I created a New Document and saved it as "Agenda Template".
Now, a group member has to be able to either make a copy of the template and then rename it (calling it "2008 September 13 Agenda", for example) or else open the document and then "Save As..." using the desired filename.
However, I don't see a way to do either of these things ("copy & rename" or "open and Save As...") in Zoho Projects.
Any suggestions? Am I missing something obvious?
Thanks for your assistance,
Steven