How to edit a template?

You can directly edit templates created by you but not those shared with you.

    • To edit your own template:
      1. Navigate to Manage>Templates.
      2. Open the template you would like to edit. You can edit the content of the template the same way as an entry, by clicking the gearwheel icon in the upper right corner .

 

  • To edit a shared template:
    1. Navigate to Notebook.
    2. Click on +Add at the top panel and select Use template.
    3. In the lightbox, select the group project with the template you’d like to edit. Confirm your selection by clicking the Select Project button at the bottom right corner.
    4. A new lightbox will appear named Use template, select the template you’d like to edit. Confirm your selection by clicking the Use template button at the bottom right corner.
    5. An entry will be created with the content of the template. You will be the author of this entry and can now edit it and save the entry as a new template. Once done editing, click the gearwheel icon in the top right corner of the entry.
    6. Select Save as template from the dropdown box.
    7. Name the new template and click the Save as new template button.


Back to the main helpdesk page