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How to edit a template?

Editing and updating a customer created template

Gary Ditsch avatar
Written by Gary Ditsch
Updated over a month ago

If you would like to edit a template that is available within the "Add Slide" modal, like the screen below:

You will want to complete the following steps:

  1. Create a new report (most likely a non-filterable slide deck)

  2. Click add slide then apply the template you want to edit

  3. You will need to go to the first slide and delete it, as it is likely blank

  4. Save the slide deck as a new template

  5. At this point you have the new version save and the old version is still available, so you will want to delete the old version if you no longer need it.

To delete the template you will need to have the VC Admin role. Then follow these steps:

  1. Go to the admin panel

  2. Click on templates

  3. Find the template you no longer want to have available and click the trash can icon

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