Updating or editing a Template

📝 Steps for updating or editing a template

1. Click Templates in the left menu.

2. Click the three dot icon in the row of the template you wish to edit and select View from the dropdown menu OR double click anywhere on the row of the template.

   

3. Now you are able to edit the template. Once completed click the Save button at the top right of the page. If you have only partially completed the form, clicking Save will save the work in progress.