SchemeFlow Help

How to Edit your Template ​

Edit a template to update its structure, styles, or content.

Steps ​

  1. Open SchemeFlow. You should see the Home page by default. If not, click the back button in the top-left corner.

  2. Go to the Templates page.

    Templates page

  3. Find the template and hover over it to reveal the ⋮ (three dots) menu. This menu replaces the old per-template buttons — it contains all of a template's actions: Open Template, Upload new version, Edit Tags, and Delete.

    Three-dots menu on a template card

  4. To edit the template's content, click Open Template. The template opens as a new Word document where you can make changes such as:

    • Updating dates (e.g. 2025 → 2026)
    • Updating wording or guidance
    • Making structural or formatting changes

  5. To rename the template, change its tags, or set a default checklist, choose Edit Tags from the same menu and update the details in the dialog.

    Edit Document Template dialog

Notes ​

  • The Word document includes SchemeFlow tags and placeholders used for maps and dynamic content.

    Example of SchemeFlow tags and placeholders

  • It is best practice not to edit or remove these tags, as this may break the template. You can safely edit the surrounding text, headings, and styles.

    Editable template content

  • Once you have finished editing the content in Word, save your changes back to SchemeFlow with Upload new version — see How to Upload your Template.