How to Edit the Document Library

Open the Document Library Window

Open the Document Library Window

1: Click Admin from the menu.

2: Select Document Library from the drop down list - the Document Templates list will open.

Select the Document Template You Wish to Edit

Select the Document Template You Wish to Edit

1: Click the document that you wish to edit.

2: Click Edit from the menu - the Edit Document window will open.

Change the Details and Edit the Body Of Document

Change the Details and Edit the Body Of Document

Within this window you can:

1: Change the document description.

2: Select a header to be displayed at the top of the document.

3: Select a Signature/Footer to be appended to the foot of each document.

4: Select the section of the tree the document template will appear in the list view.

5: Click Edit Body Of Document - this will enable you to change the text and merge fields in Microsoft Word.

Edit the Document

Edit the Document

Edit the document and when finished, save it and close Microsoft Word.

1: Click Display Full Letter to view the body merged with the header and signature.

2: A warning message is displayed to remind you not to try making changes to the displayed version - Click OK. The full version displays the header, the body of the document and the signature.

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