How to Edit a Template

Open the left menu, and under “Workflow”, click on “Templates”

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We have several system templates you can use. If you would like to create your own template, click on “New Template” in the top right corner. Note that system templates cannot be modified. If you’d like to do so, you’ll first need to make a copy of the system template.

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You can adjust the language and formatting for your company templates. To add dynamic tags to the template (listed on the far left side), simply click and drag the tag to your template. 

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Some certificates and documents are complex and can be difficult to reproduce. If you’d rather have our team upload and format these documents for you, send us a chat or email to support@capshare.com. We offer document recreation as a paid service.

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