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    Event Templates: Create from Scratch

    There are two ways to create a template in Scout:

    1. Create a Template from scratch, or
    2. Create a Template from an existing Sourcing Event.

    Here, we'll show you how to to create a Template from scratch so you can use it to run Events in the future!


    Create a Template from Scratch

    1. Click the orange Start a New Sourcing Event button on your homepage:

     

    2. Turn this new Sourcing Event into a Template by opening the Event Options dropdown in Section 1 of your Event:

    Picture1.png

    3. Then, in those Event Options, check the Template box and use the Share Template With dropdown menu to select who can use this Template:

    Picture1.png

    Once you've checked the Template box, you'll see that the orange button at the bottom of your screen has changed from Publish RFP to Start Event from Template:

    Picture1.png

     


    Click here for more articles about Templates

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