Edit User Inputs for Office Document Templates

To edit user inputs for Office Document Templates:

  1. In the Administration Portal, click Advanced Settings and then select Templates in the side panel.
    For information on how to access the Admin Portal, see the About the Administration Portal article.
  2. Click the template you want to edit user inputs for.
  3. Edit the user input accordingly in the following fields:
    1. Click the edit icon in the Name column and edit the name as needed.
    2. If you want to define a default value or edit the existing one, click the edit icon in the Default Value column and enter your value as needed.
    3. Select the checkbox in the Mandatory column to make the value required.
    4. You can order inputs accordingly by clicking the directional arrows in the Order column.
  4. Click Save.