Introduction
MassDraft allows users to create and modify document templates efficiently. This article will walk you through editing templates within the platform, both online using the built-in editor and offline using Microsoft Word.
Online Editing in MassDraft
MassDraft provides an intuitive online template editor that allows you to make real-time edits. Follow these steps to edit your template online:
Access the Templates Tab
Navigate to the "Templates" tab in MassDraft.
Click on the template you wish to edit.
Editing Template Content
Click the Edit button to open the template.
Make necessary modifications directly in the editor.
Automating Your Template
Use the Automation tab to insert placeholders, conditions and operations.
Add Docusign tags by clicking on "Insert Docusign tag" and specifying the tag type.
Renaming the Template
Click on the pen icon next to the template name.
Enter the new name and save.
Saving Your Changes
Once satisfied with your edits, click "Save" to apply the changes.
Offline Editing Using Microsoft Word
For users who prefer working in Microsoft Word, MassDraft allows you to edit templates offline and re-import them with automation intact.
Downloading the Template for Offline Editing
In the Templates tab, click on the Download button.
Choose "Export .docx with automation" to ensure that automation features are preserved.
Making Edits in Microsoft Word
Open the downloaded .docx file in Microsoft Word.
Make changes and modifications as needed.
Uploading the Edited Template
Return to the MassDraft platform.
Click on the Upload button and select your edited .docx file to "Import .docx with automation"
Review and Save
Verify that all automation elements are correctly imported.
Click "Save" to update the template.
Conclusion
Editing templates in MassDraft is straightforward whether you choose the online editor for quick adjustments or offline editing. By following these steps, you can maintain consistency and automation within your templates while ensuring efficiency in document generation.