Edit a template
Do you have an existing template that you would like to edit or update? This article shows you how.
First go to the "Templates" page in your Captricity account
Click on the template you want to edit
Click "Edit template"
Update the fields as you had when you created the template -- (see "Defining fields" page for more info)
If you've used the template before to process a job, you can make limited edits using Safe Edits, or make unlimited edits by Duplicating the template.
With Safe Edits, you can make limited edits to a template that has already been used to process a job without having to duplicate or create an entirely new template. All areas that allow Safe Edits are noted by a yellow "SE" marker, as seen below:
The Safe Edits you can make include:
- Re-sizing a field
- Moving the location of a field on a template
- Re-naming a field
- Adding, deleting or editing Special Instructions
- Adding editing possible values for multiple choice questions
Duplicating a Template
Safe Edits mode is convenient for making small adjustments, but if you want to make major changes, you will need to duplicate the template or create a new one. Press "Duplicate Template" to create a new template for you to edit.
When complete, click "Finish"
When you are done, you will see your updated template back on the templates page.
Note: All your fields must have unique names.