You can edit an existing document template by clicking on the Download Template option in the Document Template dashboard.


  1. From the WorkGuru menu go to Administration -> Document Templates
  2. From the document template dashboard, click Download Template on the template you want to update.
  3. Edit the downloaded .docx template as required.   The merge field reference contains all the fields available to add to your template.  Ensure the .docx template is saved when ready.
  4. To re-upload the updated template, click on the document template name in the document template dashboard.
  5. Confirm the template name and type and click Select files and select the updated .docx template file on your device.
  6. Click Save Template to upload the updated template.