Carve Hybrid Intelligence | Executive Summary Outlines

Executive Summary Outlines
Executive Summary Parameters
Within the Executive Summary Outlines, parameters (merge fields) can be used to auto-fill project data within executive summaries. These are highlighted in yellow in the text editor. To insert a new parameter: Within the text editor, type "{{". ...
Customize the Executive Summary Outlines
Admin users can now create company-wide Executive Summary outlines to ensure consistent Summary Reports are created for all projects. Default outlines are provided based on industry best practice and Valency expert guidance. Accessing the Outlines To ...

Carve Hybrid Intelligence | Executive Summary Outlines | Knowledge Base