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How Do I Rename a Document / Email Template?
Updated over 3 months ago

Related Questions:

  • How to change the title of an existing Document Template

  • Reword a Template

  • Change the title of an existing Email Template

  • Change the name of a Template

  • If I clone a template, can I rename it?
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Answer:

Document Templates

  1. Click Settings from the left-hand menu

  2. Click Templates & Files

  3. Select Document Templates

  4. Find the template you wish to edit and either click on the Title or the Edit button to open it

  5. Click on the Template title at the top of the Template edit screen

  6. Change the name as desired

  7. Press Enter to Save

Email Templates

  1. Click Settings from the left-hand menu

  2. Click Templates & Files

  3. Select Email Templates

  4. Find the template you wish to edit and click on the Edit button (pencil)

  5. In Title box, change the name as desired

  6. Press Save at the bottom of the page

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