If the document template you are wanting to create or edit is going to be in word not HTML then you will need to be using Internet Explorer and will need to ensure you ActiveX settings are enabled per the I Can’t Edit my Letters and Templates guide.
As with most customisation in your eKeeper system, letter templates are created and edited via the system settings which can be access in the top right hand corner of your screen at all times.
Once you have navigated to the system settings you will need to click on the Document Templates button.
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This will load you into a list of all existing templates.
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