How do I edit an existing system letter template in agentOS?
Go to Office > System Letter Templates, click Actions > Download Template File on the relevant letter, make your changes in Word, then re-upload using Actions > Upload Template File.
agentOS has a variety of system letter templates that can be edited to suit your agency. Some templates are in editable Docx format and some are in Classic PDF format — this guide covers system letter templates.
Step 1: Open System Letter Templates
Go to Office > System Letter Templates.
Step 2: Check whether the template is editable
Your templates will be listed with a column showing whether each one is an Editable Docx or Classic PDF. If a template is shown as not editable, this can be changed:
- Click on the template row to open the record
- Click Edit
- Use the toggle switch to change it to editable
- If you cannot see this option, a higher-access user may need to make the change, or you can contact support@agentos.com and the team can enable this for you
Step 3: Download the template
Click the Actions button along the template row you wish to edit and select Download Template File.
The file will download to the folder specified on your computer.
Step 4: Make your changes
Open the file in Microsoft Word and make the required changes.
Step 5: Re-upload the file
Click the Actions button on the same row and select Upload Template File.
A new window will open — drag and drop the updated file, or click Search files… to locate it. Once uploaded, click Close.
The updated template is now live in the system.
If you need any assistance, contact support@agentos.com.