SchemeFlow Help

How do I update a Template? ​

Edit and save changes to a template.

Steps ​

  1. Open SchemeFlow and go to the Templates page.

  2. Find the template you want to update and click Open Template. This opens the template as a new Word document, ready to edit.

    Opening a template from the Templates page

  3. Edit the document as needed (for example, updating dates, wording, or guidance).

    Editing the template document in Word

  4. Once your changes are complete, reopen the Templates window in the SchemeFlow sidebar.

  5. Make sure the updated document is currently open in Word.

  6. Click Save Template to upload the updated version back to SchemeFlow.

    Save Template button in the sidebar

    Confirmation that the template has been saved

Notes ​

  • The template must be open in Word when you click Save Template.
  • Changes are saved to the template and will apply to future reports created from it.

WARNING

Avoid editing or removing SchemeFlow tags or placeholders, as this may break template functionality.

For more detail, see How to edit your template and How to upload your template.