Renaming a template

Owned by Support (Unlicensed)
Sept 20, 2019
1 min read

Templates can be relabeled so they are easier to select, especially if multiple templates are used for a specific are of the application. Use the instructions below to relabel your templates.

Instructions

 

  1. In Administration, select Records

  2. Select the ‘Core’ zone

  3. Select the ‘Microsoft Office Template’ table.

  4. You will see a list of all document templates that are currently available in the application. Click on ‘Edit’ next to a document template you wish to edit

  5. Update the Name, then click on Save.