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Templates

Edit a template of yours

Change the name, description or contents of a template you made or copied.

Intermediate2 stepsWindows

Before you start

  • A template exists under YOURS or THIS PROJECT. Built-in templates cannot be edited.

Steps

  1. Click the ... button on the template and choose Edit.

    The menu of your own template has Preview, a create action (here Create a call sheet), Save to My Templates, Edit and Delete…. Delete… is red below a divider.

  2. Change what you need and click Save.

    The dialog is headed Edit Template and says: Changes apply to future use only. Name *, Description and the list of added sections can be changed. Type * and Keep in are shown but cannot be changed. Cancel closes the dialog without a change. A message says Saved template followed by its name.

What you get

The template shows your changes. Documents made from it earlier are not changed.

Watch out for

  • Edits apply to documents you make from now on. Earlier ones stay as they were.

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