How do I download and edit an existing custom document template in agentOS?
Go to Office > Custom Document Templates, click Actions > Download Template File on the relevant document, make your changes in Word, then re-upload using Actions > Upload Template File.
Follow the steps below to download, edit, and re-upload an existing custom document template.
Step 1: Open Custom Document Templates
Go to Office > Custom Document Templates. You will see a list of all uploaded documents, each with an Actions button.
Step 2: Download the template file
Find the document you wish to edit. Click the Actions button along that row and select Download Template File.
The file will download to the folder specified on your computer.
Step 3: Make your changes
Open the downloaded file in Microsoft Word. Make whatever changes are required to the document, then save the file.
Step 4: Re-upload the file
Click the Actions button on the same document row and select Upload Template File.
A new window will open — drag and drop the updated file, or click Select files… to locate it. Once uploaded, click Close.
The document is now updated in the system.
If you need any assistance, contact support@agentos.com.