Review Document Templates
Document Templates is the catalog of presentation templates used for documents sent to customers and suppliers.
All topics
Topics
Review the catalog
- Open Document Templates in Settings.
- Identify the document type on each template card.
- Check the Default marker when choosing which template to review.
Opening the catalog does not update a layout, reset a template, upload a logo or generate a new preview. Editing needs template-update access; resetting requires reset access. Ask an administrator to check those permissions if you can see a template but cannot change it.