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.

• • Browse or search for the template you want to edit.
    
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1. • 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   • Delete outdated or unused templates by selecting them and clicking Delete.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.