How to edit a document template on the Fleet Dashboard

    Audience Fleet Managers 
    Applies To  Fleet Dashboard > Documents, Motive Enterprise Package 



    Fleet Admins can easily view the templates of documents created in the past. They can also edit these templates to meet their requirements.


    Note: Only Fleets subscribed to Motive’s enterprise package are able to customize document types (templates).


    Steps: Editing a new document template on the Fleet Dashboard

    Follow the instructions below to learn how to create a document template

    1. Log into the Motive Fleet Dashboard and click on Documents in the left-hand side menu.

    2. Click on Templates from the menu on the left.

    3. Click on the three dot button for the template you want to edit.


    4. Click on the Edit from the dropdown.


    5. Make all the changes you desire and click on the Save button.



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