Editing Templates


Once you have created your templates, you can edit them at any point. Keep in mind that not every staff person has the permission levels that would allow them to edit templates. If you would like this permission level to be added to one of your employees, please contact us for assistance. 


How to: Edit Templates

  • Search for the template you would like to edit. You can easily do this by going to the 'Search' tab, changing the status to 'Template', and clicking 'Search':

  • Click on the template you want to edit, then click 'Edit':

  • Make the necessary changes in your templates. 
  • Don't forget to click 'Save'!
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