Edit a template
Add, rename and remove tags in the online editor without leaving your browser.
Templates rarely come out perfect on the first try. A tag has a typo, a paragraph needs a new placeholder, or a section should only appear in some documents. You can make these changes without leaving your browser using the online editor.
Open the editor
- Open the Templates page and click the template you want to change.
- Switch to the Edit tab. The document opens in an online Word editor.
You can edit text and formatting directly, just like in Word.
Insert a tag
Tags can be typed by hand, but the Insert tag bar at the top of the editor makes sure the name is valid:
- Place the cursor where the tag should go.
- Choose the tag type:
- Standard - replaced with a single value, such as
{{CustomerName}}. - Loop - repeats the content between
{{>> Items }}and{{<<}}once per item. Use it for table rows and lists. - Condition - shows the content between the opening and closing tags only when the value is true.
- Standard - replaced with a single value, such as
- Type the tag name and click Insert (or press Enter).
If the name is not valid, the editor tells you what to fix. Valid names start
with a letter and contain only letters, numbers and underscores - for example
TagName, tag_name or Tag_Name.
Rename or remove a tag
Select the tag text in the document and edit it like any other text. A tag is
just text in double curly braces, so renaming {{Name}} to {{FullName}}
is a matter of typing. Make sure to keep both the opening {{ and the closing
}}.
Save your changes
The editor tracks unsaved changes. Click Save to store the new version of the template, or Cancel to discard the edits and return to the last saved version.
After saving, the tag list on the Overview tab updates and the new tags appear in the Quick Document form and in your workflows.
If a workflow uses this template, check its document step after adding or renaming tags - new tags need a value, and renamed tags need to be mapped again.
Editing in Word instead
For heavy changes to layout or styling, you may prefer to edit the document in Word:
- Download the template from its context menu on the Templates page.
- Make your changes in Word.
- Choose Re-upload from the same context menu and pick the updated file.
The template keeps its identity, so workflows and API integrations that use it continue to work.
