Matchbook AI

Edit Template

To edit an existing template, perform the following steps.

1. Go to the Import Data section. Click on Template List under Additional Actions.

2. After choosing “Template List” from the “Additional Actions” dropdown menu, a list of all the templates will be displayed.

3. Click on Edit to modify any of the exiting templates. A new dialog box is displayed.

4. This page holds all the details linked to the template. Based on the user’s needs, they can choose the field they wish to edit.

5. After making the required modifications, click Update Template to save the changes.

Next >> Delete a Template