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Maintain a document template

You can modify, delete, and download a document template.

Modify a document template

When modifying a document template, you can only change its category and description.

  1. Navigate to System data > Document templates.
    By default, the document templates available within your working category are displayed.
  2. To display the document templates within a specific category, select the category on the Category list.
  3. Click the document template to modify.
  4. Make changes as needed.
  5. Click Save.

Delete a document template

  1. Navigate to System data > Document templates.
    By default, the document templates available within your working category are displayed.
  2. On the context menu for the document template to delete, click Delete.
    On confirmation, the selected document template is deleted.

Download a document template

  1. Navigate to System data > Document templates.
    By default, the document templates available within your working category are displayed.
  2. On the context menu for the document template to download, click Download.
    The selected document template is downloaded.

How to: upload a document template