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.