Client - MFS Investment Management (65324)
Currently, users cannot add or import an existing project template into an active project, especially if the project was created via C360. This creates a manual and time-consuming workflow where users must re-download and re-upload templates, then reconfigure them from scratch. This defeats the purpose of having reusable templates and significantly reduces the value of C360 integration.
Client suggested an option to be included along with the “Upload Document” or “Add Sections” interfaces that allows users to select and add from existing project templates—not just documents or section templates. This would streamline the process and enhance the reusability of pre-configured templates, especially for projects initiated through C360.
