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Edit Document Templates
Edit Document Templates

If you need to customize a document template, follow these steps to effectively edit the template to your needs.

Dayanne avatar
Written by Dayanne
Updated over a month ago
  1. Navigate to the "Set Up" option:

2. Then select the Document Templates option:

3. Here you will find all the documents templates, Select the document and once done just click on the pencil icon to edit:

4. Make the changes that you consider and then click on “Preview and Save":

5. Here you will see the document preview and if it has been updated, Confirm the changes by clicking on Save.

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