SettingsDocument Templates
Editing a Document Template
How to edit an existing document template, what can be changed on the edit screen, and which actions still live on the list.
From Settings > Document Templates, click the edit button on the template you want to change. The edit screen uses the same main fields as the create screen, but it loads the existing content and settings for that template.
What You Can Change Here
- Name: Rename the template so the list is easier to understand.
- Description: Update the helper text shown on the list page.
- Use full page: Change how printed output is laid out on pages for that template.
- Distribution Types: Change whether the template is intended for print, email, text, or more than one of those.
- Template content: Update the editor content itself, whether that is rich HTML layout or plain text content.
What This Screen Does Not Change
- Template type: The edit screen does not let you change the template type after creation.
- Default star: Setting a template as the default for its type still happens back on the list page through the star action.
- Seeded status: A seeded template stays seeded, and a custom template stays custom. That affects whether the row can be reset or deleted back on the list.
What an Edit Affects
- Future output: The next print, email, or text action that uses this template will use the updated content.
- Seeded templates: If you edit a seeded template and later change your mind, the reset action on the list can restore the default version.
- Custom templates: If you edit a custom template and later decide it is no longer needed, deletion also happens from the list rather than from this screen.
Related articles
- Document Template Editor: Covers the editor tabs and block behaviour in more detail.
- Document Templates List: Useful when you need the default, reset, or delete actions that do not live on the edit screen.
- Invoice Print Flow: Helpful when you want to see one of the downstream places templates matter.