- If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.
- Templates are available only to users with an Organisation Owner, Admin, or User role. Learn more about user roles and permissions here.
To get started, click Template Library from the left sidebar to bring up your templates list. Each template row has a set of icons under the Actions column, used to duplicate, edit, or delete that template.
Edit or Rename a Template 
To edit a template's content or change its name:
- Navigate to the Template Library from the sidebar
- Locate the template you want to modify
- Click the pencil icon in the Actions column
This opens the template editor. Under Template Details, update the Template Name field to rename the template. Below that, under Invite Settings, you can adjust the Subject line, Reminder Settings, and the Message to client, as well as organize document requests using Organize Requests.
Note: Changes save automatically as you work. Click Finish Editing in the top-right corner when you're done.
Duplicate a Template 
Click the copy icon in the Actions column to automatically create a copy of the selected template, which you can then edit or rename as needed.
Delete a Template
Click the trash icon in the Actions column to bring up the delete confirmation window. Once deleted, a template cannot be restored.
Note: You can also assign a category to any template directly from the list by clicking Assign category, and mark frequently used templates with the star icon to add them to Favorites.
🎉 Your templates, always exactly how you need them! 🎉