How to Edit a Template

Open the left nav-bar, and under “Workflow”, click on “Templates”


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 if you attempt to edit a system template, you will receive an error. These templates must be selected and viewed during the final step of the workflow.


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. 


If you have your own border or company logo that needs to be included on the template, email them as an attachment to Likewise, if you’d rather have our team upload your document to this template editor and take care of the formatting, let us know. 

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