After the Onboarding Template has been set up, there may be situations where its contents need to be edited or removed. To update an existing template, click the "Edit" button corresponding to the specific Onboarding Template that requires modification.
Next to the "Edit" button, there is a three-dot button that offers the options to "View" or "Delete" the template if desired.
In most cases, when editing an Onboarding Template, it involves the need to adjust the Paths and Documents that have been assigned to it. However, if it's simply a matter of tweaking the Tasks within a Path, those changes should be made directly within the Path itself. Any adjustments made to a Path will automatically update in any Onboarding Template it's assigned to. Therefore, when editing an Onboarding Template, changes related to a Path should generally be limited to removing or replacing the Path altogether. For more information on how to edit a Path, please refer to Empeon's article Editing & Maintaining Paths.
For adjustments to Documents assigned to the Onboarding Template, the updated versions must first be uploaded to the Document Library in order to be available for replacement.
For any questions or issues with trying to edit an Onboarding Template, please don't hesitate to reach out to Empeon's Customer Service for further guidance.