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What is the fields editor?
Erin Clazie avatar
Written by Erin Clazie
Updated over 8 months ago

The Fields Editor refers to the tool where users can create and customise their templates. Learn more about the available fields when editing a template.

Accessing the Fields Editor:

  1. Navigate to the folder where the template was originally created (e.g either in the Home Folder/Team Folder)

  2. Click on the Template Library tab

    1. Note: If the template was created in a Team Folder, click the Templates tab

  3. Select the template checkbox

  4. Click Edit Template

  5. By default, the Fields Editor will already be selected at the top when you open the template

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