Editing Document Templates

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Editing Document Templates

Select Edit Document Templates from the Documents menu.

 Templates List

Template Type

Select Forms, Letters or SMS Notifications

New

Create a new template.  (See Document Editor)

Edit

Edit the selected template.  (See Document Editor)

View in Browser

View the template in your default web browser.

Rename

Rename the selected template.

Duplicate

Duplicate the selected template.

Delete

Delete the selected template.

View Folder

Show the folder containing the templates of this type.