To edit a draft or inactive template:

1. Go to Templates.
2. Search for and click the template you want to edit.
3. Edit documents, roles, fields, forms, and checklists as applicable.
4. Preview your edits.
5. Activate the template or close the editor and activate later.

To edit an active template:

1. Go to Templates.
2. Search for the template you want to edit.
3. Hover over the ellipsis (three dots) icon appearing next to the template.
4. Click “Edit.” The template can still be used in its active state while edits are being made.
5. Edit documents, roles, fields, forms, and checklists as applicable.
6. Preview your edits.
7. Activate your edits or close the editor and activate later.