Editing a document template

  1. Select Settings > Correspondence > Manage Document Template. The Manage Document Templates page is displayed.
  2. Click View. The document template is now downloaded in word format.
  3. Edit the verbiage, add or remove merge fields from the document.
    Note: Merge fields are used to display specific information from the event, contact and so on. The merge fields are indicated by dollar sign or bracket.
  4. Choose from various merge field reference pages and use them in document template.
  5. Save the modified template in your local drive and click Edit on the Manage Document Templates page. The Edit Document Template page is displayed.
  6. Edit the template details such as Name, Description, Document Type, File Format, and Folder.
    Note: Business Type cannot be changed on an existing template.
  7. Click Replace File to add the modified template.
  8. Click Choose File and browse the required template.
  9. Click Save.