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Modify a document template

To modify a document template, use the filter options to find the template you would like to update, then select the Edit link. Modify any of the fields as description in the Add a document template section.

To update the document template, follow the steps below:

1. Go to the Existing template document section. A copy of the existing template will show.
2. Select the template name to download the existing template.
3. Update the document template off of eCase.
4. Once updated, save the template, then either select the Choose a file link or drag and drop your file into the Change the template document box. This will add the new version of the template to eCase.
5. Select the Download Preview link to view the document with example data.
6. To save the new document template, or any of the fields that have been modified, select the Save button.