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How to make Doc Designer templates editable



You can duplicate the default Unleashed templates to create your own custom templates. 

Follow the steps below:

1. Navigate to the default Unleashed template

  • Click Settings
  • Click Doc Designer
  • Click into the transaction type you wish to edit

2. Select the Formal or Classic option in the Template Name drop-down

3. Click Duplicate

4. Type in your New Template Name

5. Click Create


Your new template will now be available to edit. If you wish to make this template the default, tick the Default checkbox. 


If you require further assistance, don't hesitate to contact us. Just click on 'NEW CASE' at the top of the page to submit a ticket.

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