Maintain a document template
You can modify, delete, and download a document template on the Document templates page.
To open the Document templates page, navigate to .
A list of document templates available within your working category appears.
Modify a document template
When modifying a document template, you can only change its category and description.
Procedure
- On the Document templates page, 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
Procedure
-
On the Document templates page,on the context menu for the document
template to delete, select Delete.
On confirmation, the selected document template is deleted.
-
When prompted, select Yes to confirm.
On confirmation, the selected document template is deleted.
Download a document template
Procedure
-
On the Document templates page,on the context menu for the document
template to download, select Download.
The selected document template is downloaded.