How to Edit a Custom Template/Document

Follow these quick steps to update any custom template in your account.

1. Open Your Templates

1. From the homepage, hover over Settings.
2. Click Templates.
3. You’ll see a list of all your custom documents.

2. Select the Template

1. Find the document you want to edit.
2. Click directly on the template row or field to open it.

3. Edit Template Settings

Inside the editor, you can update:

• Title
• Applies To (Land, House, or Both)
• File Type (PDF, DOC, or Both)

4. Edit the Content

• Update the text of the letter in the content box.
• Adjust wording, formatting, or merge fields as needed.

5. Adjust Optional Settings

You can also update:

• Allow Generate Envelope Label
• Envelope Label Type (Standard or Large)

6. Confirm

Click ‘Confirm’ to update the template.