How to Update Tempaltes on Transactiondesk | Scribe

    How to Update Tempaltes on Transactiondesk

    • Rachel Hinson |
    • 11 steps |
    • 29 seconds
    1
    Navigate to [https://pr.transactiondesk.com/](https://pr.transactiondesk.com/)
    2
    Click on Settings.
    3
    Click "Transaction Templates"
    4
    Click on the name of the Transaction Template you would like to edit.
    5
    Click "Forms"
    6
    Click on the 3 little dots to the right.
    7
    Click "Delete"
    8
    Click "Yes"
    9
    Click the plus sign to add forms.
    10
    Click the "Search" field and type the name of the form you'd like to add.
    11
    Click "Add" to add the new version of the form to your template.