Edit and delete a document template

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Navigation:  Bizagi Studio > Document Templates > Configure the Document template >

Edit and delete a document template

Update a template

Once you have a Template loaded you may wish to change some data, say an image or a word, without the inconvenience of having to re-configure. Bizagi allows you to amend a Template and retain the rest of the configuration.

Click on the Update button to select the new Template.

 

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Select the file and, if required, change the template name.

If you click the Save a local copy link you will be able to save the original version (prior to modification) of the template updated, in your computer.

 

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When finished click Next and then click Finish.

 

 

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When updating a template the mapping will be not lost if the template is similar to the original one. We recommend that once updated, check the mapping.

 

 

Preview a template

To see the preview of a template click on the Preview button. This option allows you to visually identify the template.

 

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Delete a template

To delete a template select the desired template from the list of uploaded templates and click the Delete button.

 

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