Edit a Word Import Template
  1. Select Admin > Entity Definition > Types.

  2. Open the type of entity you want to see.

  3. Select the Overflow tab > Select Templates.

  4. Select the Word import template you want to edit.

  5. Use any of these methods to edit the template:

    • Double-click it.

    • Select the Options icon > Select Edit.

    • Right-click in the Word Report Templates area > Select Edit.

  6. Make your changes.

  7. Select Save.