Replacing templates
Often you may need to replace an old template with a new one. Here's how to do it
Before you get started
If this is a new type of paperwork, please create a new paperwork type first.
You must be an Account owner to complete this process
Step 1: Find the existing paperwork type
Go to Settings and then Click Paperwork types
Search for the existing type of paperwork.
Go into the relevant Paperwork type, and select the Templates tab
Add template.
For contracts, the goal is to lock down terms and reference them in a dynamic term sheet rather than embedding all details directly.
Step 2: Access the existing type of paperwork.
Search for the existing type of paperwork.
Go into the relevant Paperwork type, and select the Templates tab
Step 3: Add the template
Click the Add template button
Select the format, for example Document
Upload or configure your template
Step 4: Archive the superseded template
Open the old template
Hit the archive button
If the old template is part of a bundle, you will not need to add the new template into the bundle.
You're all done!
Your dynamic document template is now ready to use in Worknice.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.