Administration > Templates >

Edit Template

In the edit Template page, users can quickly edit the name of the template by clicking on the template name, add a Reference number, add document Properties and insert Content. The option to Delete, Copy, Finish and change the Owner/Co-owner of the template is available on this page as well.

By clicking on Properties, users can assign the Confidential and Expiration document properties automatically to any document that uses the template. Enabling the confidential option will restrict access to the document, only allowing access to the specified groups or individuals. The expiration option will mark the document as expired after the specified number of months.

To add content or change the content, click on the Edit - Word or Update- PDF button, users can upload a Microsoft Word document (.docx or .doc) or a PDF document. Once uploaded the user can preview the content and decide to Save Changes, Upload Again or Cancel the upload, Saving Changes will add the content.

To finalize the template, the user can click Finish and it will appear as an Assigned template. Clicking on an assigned template, users have the option to Delete, Copy, send to Draft, change the Audience and change the Owner/Co-owner of the template.