Modify a Template

Modifying a template allows you to make changes to a document or contract that will be reflected every time a team member uses that template.

Modify a Template:

  • Click on the Documents icon on the left panel and select the template that you want to change/edit. You can also use filters to filter by document status to show templates exclusively.
  • Open the template, and choose Edit on the top right.
  • Make the necessary changes, then click Save.

Changes made to a template will update the template for anyone with access to it.