To view all available templates in your account, select Templates from the side menu.
You can perform the following actions on each template:
- Edit – click Edit to open a detailed view of a template or start field mapping.
To get access to more options, click More. Then, you can select:
- Rename – to change the name of a template.
- Download – to download a source PDF file based on which a template was created. You can use it to create another template in a current or different account.
- Delete – to delete a template.