Editing Templates

Once a template has been uploaded, it can be edited. A majority of the changes can only be done while the template is in the Draft stage and cannot be performed once the template is published.

editing a template while in the draft stage

To edit a template:

  1. Go to the Template List View.

  2. Click the checkbox next to the template you wish to edit.

  3. Click the Edit button.

  4. In the template details window that opens, you can view and edit the following fields:

    • Template Name: Provide a name for the template.

    • Label: Provide a label to categorize the template. Labels are used to group templates.

    • Status: Change the status of the template from Draft to Published, Published to Archived, or Archived to Published. To learn more about changing the status of a template, see Publishing Templates and Archiving Templates.

    Once a template is published and no longer in the Draft stage, it cannot be deleted; it can only be archived.

  5. Click the Save or Save and Close button.