Editing a Template

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You can make changes to an existing if needed.

  1. Select Templates from the main menu.

  2. Search or filter the list to locate the template you want to edit.

  3. Select the template to open it.

  4. Edit the template as needed. Your changes save automatically.

Step 1: Select Templates from the main menu.

Navigation menu highlighting 'Templates' under 'Management.'

Step 2: Search or filter the list to locate the template you want to edit.

Step 3: Select the template from the list. The template opens.

Step 4: You can now edit the template freely. To change the name of the template, select the Pencil icon next to the name. Beacon automatically saves your changes.