Editing a Template


Click Docutainers in the menu bar, and Click Templates (or Press the F6 key).

When the Templates viewer appears, Type a shortcut or keyword in the Search field/box that is associated with the desired Template. Only single words can be entered into the Search field/box. Then, Click the search button.

Search Results

Templates having matching keywords will be list items in the area below the Search field/box on the left side of the Templates viewer.

Edit Using the Preview Window

Edit Using the Preview Window

Click the Template list item for the desired Template, and the Template is displayed on the right side of the Templates viewer. Edit the Template's data elements as needed.


The information within the Template is always, automatically saved without having to issue a save command. There is no save button. Simply Clicking anywhere outside of the Templates viewer or viewing another Template causes any edits to be saved automatically.