Update An Existing Template

Overview

Occasionally, you may need to change the statements for a template or change a template name to something more meaningful. We’ve included instructions below to help you get started.

How to update an existing template

1. Follow the instructions in this article to load the template you wish to update.

2. Make any needed changes to the selected statements.

3. Click the “Templates” button in the upper right-hand corner.

4. Click “Update an existing template.”

5. Select the template that you want to update (the active template is selected by default).

   • You can edit the template name at this point.

   

6. Click “Update” and confirm your changes.

You’re all set! The template now reflects your desired changes.