Rename templates

note

Document Builder can support quote and invoice templates. However, even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Marketplace > Settings.
- If DOCUMENT BUILDER appears in the left menu, see Document Builder prerequisites to confirm whether it is configured for invoice templates, quote templates, both, or neither.
- If DOCUMENT BUILDER does not appear in the left menu, either Contact your AppDirect technical representative to request it, or see Invoice templates and Quote templates to create and manage templates instead.

Marketplace Managers can rename user-defined invoice templates. They cannot rename default templates.

To rename user-defined templates

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
2. Click the template row. The template details page opens.
3. Click gear icon > Rename. The Rename template dialog appears.
4. Enter a new name for the template. It must be unique among the templates for the same language.
5. Click Save.