Update a Template

How to update an existing template. This can be helpful if the contents or the design of your firm's template needs to be changed. 

NOTE: This can only be done by a Firm Administrator or someone with the permission of Document Template Upload Center Page Access

• Navigate to the  Icon in the top right corner of your account and select Templates

 

• Click the dropdown arrow next to the template you are trying to update and select Edit. 

 

• Click the document link to download the document. 

 

• Open up the downloaded document. 
• Update the document with the necessary changes and save it to your computer. 
• Go back to CASEpeer and click the dropdown arrow next to the same template
• and select Edit. 
• Click the Choose File button. 
• Select the updated document and click Save. 
• Now the updated template has been added to your account.