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.
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Navigate to
.
By default, the document templates available within your working category are displayed.
- To display the document templates within a specific category, select the category on the Category list.
- Select the document template to modify.
- Make changes as needed.
- Select Save.
Delete a document template
-
Navigate to
.
By default, the document templates available within your working category are displayed.
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On the context menu for the document template to delete, select
Delete.
On confirmation, the selected document template is deleted.
Download a document template
-
Navigate to .
By default, the document templates available within your working category are displayed.
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On the context menu for the document template to download, select
Download.
The selected document template is downloaded.
How to: upload a document template