Updating a template in DocuGenerate is simple. Once you’re on your account dashboard, find the template you want to update.
Then click on
Update Template and navigate to the document you want to use as your updated template. Your document should be a Microsoft Word (
.doc), OpenDocument (
.odt), Plain Text (
.txt) or SQL (
After selecting the file, the template is automatically processed and the merge tags are extracted based on the current tag delimiters. After the template is processed, the template preview is also updated to reflect the changes.