How to edit a template in CompanyOn

Steps to Edit a Template

  1. Click on your profile photo (or initials) in the top right corner of the screen.

  2. Select "Templates" from the dropdown menu.

  3. Click on the "Form Builder" tab.

  4. Find the template you want to edit and click the pencil icon on the right side of the template row.

  5. The template editor will open. Make your changes: 

    • Click on existing components to edit them

    • Drag new components from the right side into the template

    • Remove sections that are no longer needed

    • Rearrange components as needed

Click "Save".


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