Below we are offering you a short training video on the topic or a step-by-step guide:
1) Support video
2) Step by step
Open the task in question.
Click on the task information at the top of the letter to edit it.
=> The Edit task information window opens.
3. Click in the field Document Type to display the drop down list.
4. Change the Document Type.
5. Click on UPDATE.
=> The template of the letter has now been changed.
Recover task text
NOTE: If the letter was already typed before you changed the template, the previously typed text may seem to have 'disappeared'.
=> To recover the text use the option Access previous content on top of the letter. Beside this (in the below example) we can see BODY.
1. Click on the BODY button.
=> This will copy the previous content of the letter.
2. You can then right click and paste the previous text into the body of the new template.
Repeat steps as necessary for other fields.
=> You have successfully change the template / document type for your letter.
If you have any more queries, please do not hesitate to contact our Helpdesk or [email protected].
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