To view the Standard Templates within your system

1. Go to the System tab > Standard Templates

 This screen lists all your templates, split into template category (Letter, Email, Fax etc.)

2. Find the template you want to view/edit:

    > Click on a template category to view all templates in this category

        OR

    > Use the Filters across the top of the screen to search for a template across all Standard Template categories.

To edit the template filters

1. Search and click on the name of the template

2. Edit any of Details/Filter Settings

3. Click ‘Save’

To edit the template file itself

1. Click ‘Download’

2. Edit the template file and save the file as an .RTF

3. Click ‘Update file’ and select the new version

4. Click ‘Save’