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.