Manage document templates
Learn how to edit or delete a template in your library.
Transcript
Let鈥檚 take a look at how to make changes to a document template in your library. First, I click on the managed tab so that I can access all of my library templates. Now, an important note is that you鈥檒l only be able to edit or delete templates that you created. So for example, you can see that I don鈥檛 have any editing rights for this template and that鈥檚 because it was created by another user and shared with me. So let鈥檚 go ahead and click edit to make changes to one of my templates. I鈥檓 just going to edit the name and add a field that was missing.
Now, if I want to make changes to the access rights of the template, I can do that under properties.
So I click save and now my template has been updated.
Now let鈥檚 take a look at how you can delete a template. Now, there are a couple of important points to note when deleting a template. First of all, it鈥檚 a permanent action and you won鈥檛 be able to retrieve the template after you鈥檝e deleted it. Secondly, if you gave other users access to your template when you first created it, they鈥檒l continue to have access after you delete it unless you remove their access rights before you delete the template. So let鈥檚 step through the process in an example. First, I鈥檓 going to remove all access rights from this template by clicking edit. Then I click properties and I switch the permissions to only to me. Then I click save. So now I鈥檝e taken away access rights to my template and I can go ahead and delete it from the manage tab. All I have to do is select the template, click the delete icon, and then click the delete button to confirm. Now my template is permanently removed from my library. -
TIP
This video is part of the playlist Advanced Tasks for Users that is available for free on Experience League!
recommendation-more-help
ac8d3f8e-a625-4146-84f3-0eb730a583a3