Edit a copy template

You can make changes to an existing copy template. Changes that you make to a copy template will apply to any items that you receive after you edited the template.

  1. To edit a copy template, click your cursor in the row that you want to edit. The row will turn blue.
  2. Double-click. The copy template will appear, and you can edit the fields.
  3. After making changes, click Save.


From the copy template interface, you can delete copy templates that have never been used.