Managing templates

Use the template list to perform day-to-day maintenance:

• Search and filter templates
• Open template details and update metadata
• Replace file content without creating a new record
• Edit file in Word when content controls must be changed
• Generate test documents to validate mappings

Template structure can be reviewed in tabs:

• General Info for metadata
• Field for mapped placeholders
• Preview File for rendered document view

If your required document category is missing, create it first in profile settings and then assign templates to that category.