Edit Template

1. Go to the template management page

 

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2. Open the edit window for the template you wish to update

 

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3. Fill in the form and hit submit

 

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4. Additional options

 

Please note the following options when editing a template:
  1. Clear Attachments will remove all attachments from the template
  2. Clear Header Image will remove the header image stored in the system for the template
  3. Clone will instantly create a clone of the template with the same information and attachments (if any)
  4. Reassign quotes will move all quotes from a specific template to another in order to allow you to delete it.

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