Updating a document template

A quick guide on how to update your existing document templates

1 min read

Download your existing template

In order to update your existing document template, navigate to the document template page, click Open Document.

This will open the document template PDF in a new window, from here be sure to download and save the PDF to your computer.

Archive your old template

Once you have downloaded the PDF, archive the template. We will create a new document template with the required changes. This ensures an audit trail to any documents created using your old template.

Create your new template

Using the downloaded template as the basis, follow the same steps outlined in this article to create a new template with your required changes.

You're all done!

If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.

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