This Guide will discuss how to edit custom Documents that can be generated for clients.
*Screens and layouts may vary depending on the user settings and device compatibility.
Select Administration.
Documents
Click Documents
Click Document Templates
Manage Document Templates
1. Choose Edit an existing document template.
2. Click Select Action.
Edit Document Template
The most recently used and created templates will be available for edit or deletion.
Edit Document Template
Once you've selected the template you wish to edit:
1. Name the template so you can choose it from a drop-down when you are attaching the template to the service in the system.
2. The Description is the subject line of the document.
3. Enter the body text for the document.
4. Enter the text that will be displayed next to the acceptance check-box.
5. Save, Cancel, or Preview the document.
***Documents cannot be initialed or signed throughout the document itself. Documents can be acknowledged or signed one time during the sale of the membership or group.
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