Prerequisites

• Edit access to the MergeUp Template object.
• A template must already exist: Creating a New Template

Overview

Modifying the settings of an existing template in the MergeUp Manager app is a streamlined process that empowers users to tailor templates to their needs. Begin by navigating to the "MergeUp Templates" tab to access a list of existing templates. Choose the template for editing, and on the MergeUp Template Lightning record page, effortlessly modify various fields according to your preferences. Once adjustments are complete, save your changes to update the settings of the template.

Steps

1. Navigate to the "MergeUp Templates" tab within the MergeUp Manager app and locate the template you wish to edit from the list view.

   

2. Access the template settings by selecting the "Template Settings" tab on the MergeUp Template Lightning record page.

   

3. Modify fields as needed and click Save to save your changes.

Next Steps

• Learn how to upload a new template document version to a Template: Uploading a Template Document