This article describes how to edit templates using Word for use with Unity® Entity Management
Unity® Entity Management templates may be seamlessly edited through our integrated Word Online functionality.
Only users with Administrator access can edit Custom or Standard Templates. If coding is required, please send the request to our team via the Dashboard > Dye & Durham Support.
Click into the document name.
- A preview of the document will appear in this screen. Click “Open in Word Online” to edit the document.
- Edit the document in Word Online, then click the back button to return to the Custom Templates page.
| Word Online has limited functionality compared to Word on Desktop. To edit tables and text boxes, we recommend downloading your template and making the edits on Word Desktop, and then replace the old template by re-uploading the updated version to Unity Entity Management. See this article on Replacing Templates for more information. |