Rename Templates

To edit a template name to better fit an organization’s specific nomenclature:

1. From the Admin tab, select Templates.
2. Click the down arrow on the template to be renamed.
   
3. Select Edit.
   

Rename Template

      4. Update the Custom Name and Custom Description field (or reset to revert to default values on the left)

Enter Name and Description of Template

     

      5. Click Save

Reset Template Name to Default

1. Click the down arrow on the template to be renamed.
   
2. Select Edit.
   
3. Click Reset. 

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