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Editing a template

Make updates to your templates easily to ensure they stay relevant and accurate.

REISA Master Forms template actions menu showing View template selected for the chosen template.

To edit a template:

  • Click the ⋮ icon next to the desired template to open the form actions menu, then select “View Template.”

Click the “Edit” button, make the required changes, and then click “Save.”

REISA Master Forms template preview showing the Edit template button above the form document.