This article provides instructions for how to change basic information (not data) on a transcript template. In this example, we change the address in the header of the transcript, however, a similar process can be used to update other text that is not derived from record fields.

Steps

Step 1. Open the S-Docs app

Step 2. Open the S-Docs template you want to edit. You may have to change to the ‘All Active Templates’ list view if it is not in the ‘Recently Viewed’ list.

Step 3. Open the Template Editor (click the dropdown arrow in the top right actions bar to reveal and select the action 'Template Editor')

Step 4. Select the tab for the section that contains the info you want to change. In this example, we want to change the address which is located in the header, so we will select the Header tab.

Step 6. Change the address text

Step 7. Click Save & Close