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How To Rename Your Template

Follow these steps to rename your template title in the document builder.

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Written by Brittany
Updated over 2 months ago

Step 1: Go To My Templates

  • Go to the My Templates sub-tab on the Document Templates page and click on the template you want to edit.
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  • The document builder will load your template in Template Mode.

Step 2: Go to the Settings

  • Click on Settings in the Document Builder menu.
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  • In the Document Title field, type in a new name for your template.
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  • Click on the red Unsaved button to save your changes.

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