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How do I Update a Document Template?

  • Updated

To update a Document Template, head over to the Control Panel, under the General section, then click Manage Document Templates.

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The list of existing Document Templates will appear.

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If you want to update an inactive Document Template, click on the Selected View and switch to Inactive Templates view.

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You can search for the Document Templates you want by scrolling through the list or entering the Document Template name in the following field.

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Click the 'Pencil'-icon on the Document Template you want to update.

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The following dialog will appear.

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From here, you can edit or update the following information.

  1. Name of the Document Template.
  2. Folder path.
  3. Description
  4. Upload/replace the Document Template file. 

After editing the Document Template, click the Update button, and you are done.

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Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to gain access to the Control Panel.