Edit document

To edit a document you:

  1.  Navigate to Templates > Documents, where you’ll see a list of all documents.
  2. Find your document and click the menu icon (three dots on the right), or simply click the document name.
  1. Select the edit option in the dropdown.

To change the name of the document or adjust other settings:

  1. Find your document and click the menu icon (three dots on the right).
  1. Select the settings option in the dropdown.
  2. A menu will open, allowing you to:
        • Change the name of your document

        • Adjust the project it is linked to

        • Manage which users have access to the document