Document Templates can be removed completely or can be simply replaced with a new document. To begin working with Documents follow these steps Navigation>Documents> Document Templates:
Making Edits in the Word Document
To edit an existing Document Template, select Edit Template from the Options menu. In the flyout panel, select Open Document to launch the eScribe Document Editor.
Document Templates can be edited directly in the eScribe Document Editor which includes changes such as adding/removing approved Content Control boxes, formatting and spacing. Administrators will not need to download the word document to make edits.
Replacing a Document Template
To replace an existing Document, locate the Document Template currently loaded under Document Templates list. Click " Edit Template" from the options menu.
From the fly out, click "Replace File" to upload the new file in eScribe. Existing Documents created using the initial file will not impacted in anyway and will still appear in the Draft or Approved List.
Removing Existing Template
To remove an existing Document Template, select Remove Attachment from the options menu. Remove Attachment only removes the document leaving the entry remaining in eScribe. Removing the attachment does not impact any existing Documents.
Deactivating a Template
Deleting a Template
Administrators can delete document templates that are no longer needed. Once deleted, the template is permanently removed and cannot be reinstated. Any documents previously created from the template remain available and are not impacted by the deletion.
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