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Changing or Reapplying a Document Template

If you are a document owner, proxy author, or document control administrator, you can change or reapply a document's template assignment while the document is in draft or collaboration status. You select which of the following template parts you want changed or reapplied:

Note: A document control administrator (DCA) can change or reapply a template's properties (not contents, headers, or footers) to documents in pending or published status or to multiple documents at once using Bulk Editor.

  1. Open a document (see Finding and Opening a Document if you need help).
  2. Click Properties Wizard.
  1. Do one of the following:

  1. Select the part or parts of the document you want updated.

Important: Selecting Document will replace all of the current document contents with the document contents from the template. Be sure this is what you really want to do before clicking Save as this procedure cannot be undone.

  1. (Optional) To see the template's document contents and properties, click Preview Template to open the previewer in a separate window. Click View Document to see contents; click Overview to see properties. When you're finished, close the preview window.
  2. In the Confirm window, click Save, and then close the document.