Why am I not able to edit my Overwaitea template? It just seems to have a save to draft feature..

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  • Updated 5 years ago
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I have template ove0953 saved in my drafts. I cannot edit and re-save as a template.
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Shelley

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Posted 5 years ago

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Shelley

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Further to this, I am not able to upload the item repository into this template. It only pulls up blank lines.
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Katelyn McDonald

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Hi Shelley!

Thank you for your post in the Support Center! Templates can be edited and then saved as drafts of the document, but based on the way the form is built, the template itself cannot be edited and saved as a new template. If you would like to make changes, a new template can be created.

Regarding your question about the item repository sourcing on the template, you will need to update the defaults each time you update the item repository. Then you would need to create a new invoice document, source in the new items from the defaults, and then save it as a template. You would need to follow this process each time you add or remove items from the item repository, based on the mapping of the form.

For more information regarding the item repository, defaults, and templates, please view our item repository video, defaults video, and templates video.

Please let me know if you have any additional questions, or if I can provide further clarification.

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