How To Update a Document Theme

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

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

Instructions

To get started;

  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!

 

Additional Information

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

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