Please see the below guide for the most common template document queries. This has been compiled for users to refer to if required when managing template documents on SME Professional.
1. How do I edit the title of a document in the system?
To edit the title of an existing template document, users can download the existing template from their system, edit the filename of the template, and then upload the template onto SME Professional.
Should a user wish to edit the title of an existing tenancy agreement or landlord terms of business template, the user can update the current Title field of the template.
Note: this should be different from the previous one to prevent any caching of the old template.
Please select the required links below for further guidance on editing templates.
2. How do I move the recipients to the 'To' or 'BCC' field?
When generating a document via the Template documents page, recipients' email addresses are defaulted to be shown within the 'To' field of the email. Users can use the checkboxes below to select whether to add recipients to the 'To' field or the 'BCC' field.
