Editing Document Templates

Learn how to edit document templates in Nexudus.

You can edit your document templates at any point from the Administrator Panel. The way you edit your document templates depends on the output format you selected when creating the templates. 

    Documents generated using the template prior to the edits remain unchanged.

Editing Word Document Templates 

  1. If the side menu is not visible, click .
  2. Click CRM > Document Templates.
  3. Click the document template you want to edit. 
  4. Click the Launch Template Editor button. 

    The template editor opens another tab in your browser. Your document can take a few seconds to load.

  5. Edit your document template as needed in the editor. 
  6. Once you're happy with your edits, click the File tab in the top left corner of the page and then click Save

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You've successfully edited your document template and you can close the template editor tab in your browser. Your edits will apply to all new documents generated using this template.

Editing RTF and HTML Document Templates

  1. If the side menu is not visible, click .
  2. Click CRM > Document Templates.
  3. Click the document template you want to edit. 
  4. Edit your template document as needed in the Document field. 
  5. Click Save Changes.

You've successfully edited your document template and your edits will apply to all new documents generated using this template.

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