View or Edit Document Template (PC Instructions)

1. Click Setup in the Navigation Panel.
2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
3. If the template is a system default template:
   1. You will need to make a copy of it in order to open it. Click the ellipsis  to the left of the document template you'd like to view or edit and select Copy Document Generation Template.

      

   2. The system will display a green Success! message in the upper right corner and a clickable copy of the invoice template will then be available in the list of templates.
   3. Best practice: click the name of the copied invoice template (usually "Copy of  Invoice.docx") and rename it with something descriptive and unique.
4. Once the template has already been copied OR is a previously customized template, click the ellipsis  to the right of the document and select Edit Template Document. 

   

5. The Open Word? dialog box may be displayed.

   

6. Click the Open Word button (you may enable the "Always allow" option if you like). You will be taken to the document editor login. Enter your GrowthZone user name and password to launch the document.
7. Enable editing of the document.
8. Complete your edits to the document and save your changes. Save and close the Word document; this automatically updates the document template in GrowthZone.
9. You will now be able to use or select this template as needed in GrowthZone.

The above steps work for copying/editing any document generation template type.