How To Update a Document Theme

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Today we will walk through updating an existing Document Theme when you need to make permanent updates to terms and conditions or contact info.

Web Instructions

  1. Go to 'Settings' > Then 'Document Themes'.
  2. Chose the theme from the list that you would like to update (normally standard)

    Screenshot 2023-09-26 at 10.51.59 AM.png

  3. Use the Tabs to navigate between your document type and make updates.

    Screenshot 2023-09-26 at 10.47.15 AM.png

  4. Make sure to save when your happy with your changes.
  5. You're all done!

Mobile Instructions

  1. Head to the 'More' page from your Navbar.
  2. From here select 'Settings'.
  3. Now select 'Document Themes' from the list.
  4. From this page you can select the theme you want to update and make changes as needed.

 

Additional Information

For more info on document themes, check out this article: Creating a new Document Theme

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