Page Comparison

GUIDE STATUS: 

1. Navigate to a page of the same type as the template. In this example, a project template is edited, so the record opened is a project record.
2. Make sure to have your template bar toggled. If you haven't done this yet, follow the Toggle the Template Bar guide.
3. Select the All templates button on your template bar (button with three dots).
   
   
   
   
4. A menu will appear listing all existing templates. Do not click on the template name. This would apply the template to your existing record.
5. Instead, click the Edit link on the right hand side of the template you would like to edit.
   
   
   
   
6. A window will appear titled Edit Template. All existing template information will be displayed.
   
   
   
   
7. Add, delete, or edit fields as desired. Once finished, scroll Scroll down and click hit the Update button to save your changes.
   Image RemovedDelete button.
   
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8. Click Delete in the dialog box that appears to confirm the deletion.
   
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