Renaming and deleting saved templates helps you keep your library organized and updated.
What can you do?
Rename 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Delete outdated templates to maintain an organized library.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 rename or delete templates?
Access to editing or deleting templates are based on user permission levels.
| Firm Templates | User Templates | Acelab Templates |
Admin | Rename | Rename |
x |
Creator | Rename | Rename |
x |
Editor |
x | Rename |
x |
How to Rename and Delete Templates
1. Hover Over a 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.
