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Editing template

To edit an existing template, select it in the list and click Edit.

Inside the template page:

  • General Info tab contains metadata (title, description, category)
  • Field tab shows recognized content controls
  • Preview File tab displays the document preview

preview-file-tab

If you need to replace the document file:

  1. Open Edit file menu
  2. Click Update File
  3. Save changes after upload

update-file-action

file-updated-toast

If you need to modify content controls directly in Word:

  1. Open Edit file menu and choose Edit file
  2. Confirm opening Word from browser dialog
  3. Click Enable Editing in Word and update placeholders

edit-file-action

open-word-dialog

word-enable-editing

edited-template-in-word