Edit templates

To edit a template:

1. From the ShareFile navigation pane, select Templates.
2. Select All templates to browse templates that you created or that others shared with you.
3. Select the desired template. The template options display.
4. Select Edit. The template editor opens.
5. Make the needed changes, then select Save.
6. After you save your changes, select Close to exit the template editor. A warning message appears if you close the editor with unsaved changes.