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Editing and Deleting SpecPlanner Templates

Change the name, description and tags, or delete templates.

Updated over a month ago

Renaming and deleting templates that you or your collaborators have created helps you keep your library organized and updated.

Note: Acelab Default templates cannot be edited or deleted.

What can you do?

  • Edit Templates:

    • Modify the name and description of your templates.

    • Add or remove tags, and categorize templates as needed.

  • Delete Templates:

    • Delete outdated templates to maintain an organized library.

Who may edit or delete templates?

Access to editing or deleting templates are based on user permission levels.

Firm Templates

User Templates

Acelab Templates

Admin

Rename
Add/remove tag
Delete template

Rename
Add/remove tag
Delete template

x

Creator

Rename
Add/remove tag
Delete template

Rename
Add/remove tag
Delete template

x

Editor

x

Rename
Add/remove tag
Delete template

x


How to Edit Templates

  • If working with an empty SpecPlanner, select to Start with Templates

  • If working with an existing template, click on Template and select Apply Template

  • In the Select Template modal, hover over the template you wish to edit.

  • A Settings icon will appear next to the template.

2. Edit the Template

  • Select the Edit option.

  • The Edit Template Modal will open. You can:

    • Change the template name (ensure it’s unique at the level you are saving).

    • Edit the template description.

    • Add or remove tags.

  • Click Confirm to save your edits, or Cancel to discard the changes.

3. Deleting a Template

  • Select the Delete option.

  • Click Delete to permanently remove the template, or Cancel to cancel the process.

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