1. Downloading the template
Go to Correspondence > Template documents
Click on the upload icon (
)(located to the right-hand side of the Select template dropdown)Locate the template in question
Click on the filename
A copy of the template will be downloaded within the window (Shown below)
Click on the file to open it in Microsoft Word
2. Reuploading the template
Once the downloaded template has been amended as required, it can be re-uploaded to the Template documents page by following the steps below:
Go to Correspondence > Template documents
Click on the upload icon (located to the right-hand side of the Select template dropdown)
Locate the old template
Click on the red Delete button
Drag and drop the updated template into the window or click on the Add files button and locate the template
Click on Start upload
Once uploaded, close the pop-up window and refresh the page. The new template will now appear as an option to select in the Select template dropdown.