Modifying a template allows you to make changes to a document or contract that will be reflected every time a team member uses the template.
Modify a Template:
- Open Documents from the lefthand menu and select the template you want to change/edit. You can also use filters to filter by document status and show templates exclusively
- Open the template, and choose Edit from the top right button.
- Make the necessary changes, then click on Save.
Changes made to a template will update the template for anyone with access to it.
