Editing an existing Template
Learn how to edit an existing Template
Editing your own template
To make changes to your existing Template, open the Template. Click the "Edit" button in the top right corner of the page to enable editing mode.
Editing a Team or Clinic template
If you want to modify a template that was shared by another user in a Team or Clinic, first copy the Template into your personal folders.
Open the shared Template in the viewer and select the "Copy" button in the top right corner. Choose the folder where you want to copy the Template.
Once it is copied, open the newly copied Template from your personal folder and click the "Edit" button in the top right corner to enable editing mode.
Editing the template
Now that editing mode is enabled, you can make changes to the Template. This includes:
Editing text
Adding elements, such as buttons
Removing or editing elements
Changing the Template's name or shortcut
To save any changes, press the "Save" button in the top right corner of the page.
Template versions
Every time a Template's content is edited, a new version of the Template is created. You can view and restore your Template to previous versions. See Template Versions for more information.
Deleting a template
You can delete a Template by selecting the "Delete" option in the top right hand corner. Deleted templates are permanently removed within 30 days of deletion. You can also view and restore deleted templates in the Trash section. See Trash for more information.
Other options
Use the Template's 3-dot menu in the top right corner to access other options, such as:
Updating its icon (if using Modern theme)
Previewing the Template
Enabling the Duplication feature
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