How to edit a document template on the Fleet Dashboard

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

     

    Introduction

    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.

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    4. Click on the Edit from the dropdown.

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

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