Updating Document Templates | SiteBook Help Center

Updating Document Templates

Updating Document Templates

Updated over 7 months ago

Click into the "Admin" menu

Click " Document Library "

Click "Templates"

Download the document you wish to update and open it in Word

Edit the section you wish you wish to update

Save the updates made

Download a back up of the document you have updated

Click "Revise"

Ensure the "Revision" number has increased by 1

Upload the updated document

Click "Save" to upload the new template and apply the changes

After uploading the new template document, ensure to run a test report to make sure there are no issues. If you experience problems, restore the back up document you downloaded and contact SiteBook Support.

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