How do I make Edits to my Document Template and Layout?

You can make edits to your document in Settings > Documents > Edit template (affects newly created documents moving forward) or edit layout (affect all document layouts). You will find these options on the right-hand side as you hover over your contract and event order template or layout sections. Please find our video that shows how to manage your documents:



Pro Tip: If you add a new layout, you will want to be sure to enable this layout on customized User Roles by going to Settings > User Roles > Edit > Scroll down to the bottom of the page to add this new layout to your team's site!

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