Editing a Template

You can edit an existing document, assessment, or campaign template.

Important: A content item (document, assessment, or campaign) already created from a template will not be affected by changes unless the template is reapplied to those items.

Edit a Template

  1. Click Settings & Tools > Content Setup, and then click Templates.
  2. Click the Documents, Assessments, or Campaigns tab.
  3. Find and open the template in the list.

    When you have many templates, use any of the following tools to find a specific one:

    • In the Find box, start typing any part of a template title. The template list is immediately narrowed to show only those templates whose titles contain matching text.
    • In the template grid, click , and then click Show Column Filters. Then, in the Title column filter box, start typing any part of the template title. The template list is immediately narrowed to show only those templates whose titles contain matching text.

      Note: By default, the filter finds all titles containing the text you type. To change filter behavior, click , and then click Contains, Does Not Contain, Starts with, Ends with, Equals, or Does not equal.

  4. Make the needed changes to the template properties.
    • To arrange the template list by type, drag the Type column header onto the bar with the text Drag a column header here to group by that column.
    • To change the number of templates listed per page, click 15, 30, or 60 at the bottom of the list.
  5. Click Save and Close.