Update PatternBuilder template

This guide walks you through the steps to update a NetDocuments PatternBuilder template. These steps are useful for making changes to headers, fields, or other components in your document templates as follows:

Sign into NetDocuments and access the Admin dashboard
1. Select Apps from the menu and click on the desired application
2. Within your desired app, click on "Deactivate"
Using Microsoft Word on your PC, click on the NetDocuments Word Add-in
1. Sign in if prompted, use the drop down menu to select "Templates"
2. Select the desired template from the list
3. Update the template with the desired revisions
4. Save the template, and upload to NetDocuments
5. Close Microsoft Word
Go back to open template within PatternBuilder, and click on "Activate"

If you need guidance with PatternBuilder, please call (610) 639-1130 to speak with support.