Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Editing and managing existing templates

Steps to update or organize templates You can edit or manage templates to keep them current and organized. Here’s how:

  1. Access the Templates section:
  • Click on Templates in the left-hand menu.

Locate the template:

    • Browse or search for the template you want to edit.

      .
Edit the template:
    • Select the template by clicking on it once, press on the three dots that are located on the right corner of the template then click Edit.

    • Make changes to the fields, participants, or document layout as needed.
    • Save your changes to update the template.
  2. Organize templates:
    • Name conventions to categorize templates for easy access.
    • Delete outdated or unused templates by selecting them and clicking Delete.

Tip: Regularly updating templates ensures they remain relevant and accurate for recurring workflows.