How to edit a template

How to edit a template

If you need to edit an existing template, follow the steps below to make the necessary changes.

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.

Step 2: Navigate to the "Document templates" page, locate the template you want to make changes to, and click on the three-dotted icon on the right hand-side of the screen. This gives you the following options:

1. View template details: a sidebar will appear, allowing you to see the template's contents and the buildings assigned to it.
   
2. Edit contents: you will be redirected to the first step of creating a template, setting up the document, where you can edit the information.
3. Edit assigned buildings: you will be redirected to the second step of creating a template, selecting buildings, where you can add or remove buildings from the template.
4. Delete: if you wish to delete the document, the option will be available here.
   
   

Step 3: Click on "Edit contents," where you can edit the template name, language, description (for internal use only), and the template contents, or "Edit assigned buildings," if you want to remove or apply the template to other buildings.

If you have any questions, please contact our Support team.