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How to edit Document Templates
How to edit Document Templates
Dayanne avatar
Written by Dayanne
Updated over a week ago
  1. Start by accessing the "Setup" section

2. From the Setup menu, click on the "Document Templates" option to manage your docuements.

3. Locate the document you wish to edit from the list. Click the 'Pencil' icon to edit it.

4. The editing panel will open, providing a range of text formatting and editing tools.

You can Apply the necessary changes to the document.

5. After making your edits, click the 'Preview and Save' button to review how the document will appear.

6. If the preview looks good and you're satisfied with the changes, click "Save" to finalize and save the document.


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