To edit a template in the Strata Collect application, please follow the guide below.

The video below demonstrates the steps for editing a template.



Step 1: Ensure You Are Logged In

Ensure you are logged in and on the home screen.

Step 2: Navigate to the Templates Tab
From the home screen, click on the Templates tab. This section allows you to manage and create document templates within the system.

Step 3: Locate the Template to Edit
Browse the list of available templates and find the one you want to update. Click the Edit (pen icon) next to the template to open it for editing.

Step 4: Make Changes to the Template
You can now edit the title and body of the template as needed.
Formatting options include:

  • Bold, italics, underline

  • Styles and headers

  • Editable fields that can be pre-filled when the letter is created (e.g., mandatory fields, multiple-entry fields)

Once you've made your changes and given your template a name, click Save to apply them.


Step 5: Template Successfully Edited
You have now successfully edited the template. The updated version is ready for use.