Template access and management are available only for self-managed accounts created directly via the website.
If your account is not self-managed, please contact the Customer Success team at support@allsorter.comom for any template changes.
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Use the left hand side menu to navigate to Account/Settings using the cog icon.
- Navigate to the Templates section and select the template you wish to edit.
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Download the file to your local device.
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Open and edit the file in
.docxformat. -
Once edits are complete, upload the updated file back into the system.
For additional guidance, click here to review detailed information on template management and template building.