In order to view and change the properties of a previously created document template, perform the following actions:
- Click on the menu icon in the top-left corner of your account’s homepage to access your DASHBOARD.
- Access the DOCUMENT TEMPLATES section.
- Click on the name of the document template of your interest.
- The screen containing the NAME of the document template, the users or groups of users to whom it has been made available and the metadata associated with the template appears.
- If necessary, make any changes and click on SAVE.
- Press CANCEL to return to the main document templates screen.