How-to
Edit a document template
On this page
You can modify document templates whenever template content, document wording, Custom Keys, formulas, or default values need to be updated.
As an authorized administrator, you can edit existing templates and update their configuration without creating a new template.
Navigation path: Control Panel → Forms/Policies → Document Templates
Open a template for editing
- Navigate to the Document Templates page.
- Locate the required template.
- Click the Edit icon.
The template opens in edit mode.
Update template details
You can update:
- Template Name
- Description
- Associated Module
After updating the required information, save the changes.
Replace the template file
If the document content requires changes:
- Upload the revised template file.
- Review the detected Custom Keys.
- Verify that all required Custom Keys are configured correctly.
- Save the template.
When a new file is uploaded, the system re-evaluates the Custom Keys available within the document.
Review and update custom keys
You can review and update:
- Existing Custom Keys
- Default Values
- Formula-Based Values
- Supporting Custom Keys
You can also add more Custom Keys if required. For detailed information about configuring Custom Keys, refer to: Using Custom Keys (Placeholders) in Document Templates
Download the existing template file
You can download the currently uploaded template file before making changes.
This can be useful when:
- Reviewing template content
- Creating a revised version
- Maintaining a backup copy
Save the changes
After completing the required updates:
- Review the template configuration.
- Verify all Custom Keys and formulas.
- Save the template.
Where it reflects
Changes made to a template are reflected the next time documents are generated using that template. Previously generated documents are not automatically updated.
Important notes
- Only users with authorized administrative access can edit document templates.
- Review Custom Key configurations whenever a template file is replaced.
- Ensure any newly added placeholders are configured before saving the template.
- Changes apply only to future document generation.
- Previously generated documents remain unchanged.
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Frequently asked questions
Can I edit an existing document template?
Yes. As an authorized administrator, you can modify template details, replace template files, update Custom Keys, and save the revised template.
Will editing a document template update previously generated documents?
No. Changes made to a document template are applied only to documents generated after the template is updated. Previously generated documents remain unchanged.
Can I modify Custom Keys after creating a document template?
Yes. You can update Custom Keys, default values, formulas, and Supporting Custom Keys while editing a document template.
Will Custom Keys be updated when a document template file is replaced?
Yes. When a revised document template file is uploaded, the system identifies the Custom Keys available within the new file and allows them to be reviewed and configured before saving the template.