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how to edit the timesheet template that is sent out to your contacts for timesheet approvals click on your name in the top right corner and then click on tools and settings in the tools and settings menu go over to the left and click on resource tools here youll then click on time and expense settings in the time and expense settings menu scroll all the way down to the bottom until you see the template settings section in this area you will see your timesheet request template and below you can edit it as needed to find the tags that you would like to automatically pull in to this template click on the button all the way to the left that says insert tags when you hover over it here you can add record tags as needed and this will automatically fill in information and personalize this template when its sent out to your contact for approval feel free to add images like you see here by using the insert image button in the toolbar itself once youve made your changes make sure to go to the