Modify a Template

Modifying a template allows you to make changes to a document or contract that will then be reflected every time the template is used by a member of your team.

 

To modify a template:

  • Open Documents from the lefthand menu and select the template you would like to modify/edit (Use filters to filter by template and see only templates listed)
  • Open the template, and select 'Edit' from the top right button.
  • Make the necessary changes, then click on 'Save'.

Note: Changes made to a template will update the template for anyone with access to it.

 

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