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Edit/Rename a project Merge Template

Edit a Merge Template to change the basic details of the template and make it easier for users to find what they need when printing.

Note: Editing a Merge Template on a project is restricted to project administrators.

  1.  Inside of a project, make sure you are on the Home option of the secondary navigation.
  2. Scroll down to the Project Administration panel. 
  3. Click the Merge Templates option inside of the Project Administration panel. 

    Navigate to Merge Templates area
  4. View the list of existing Merge Templates created on your project. 
  5. Find the Merge Template that you want to edit and click the ellipsis button on the right side of the list view. In the dropdown, click the Edit option.

    Edit merge template
  6. Update the Merge Template Name and Description fields. 
  7. Click the Save button to save your changes. 

    Save your changes to Merge Template

Your Merge Template has been updated. Users should see your changes when printing to the Merge Template in forms.