Upgrading existing document templates

Owned by Debby Gibson
Nov 23, 2023
1 min read

If your business uses document templates which are an old format type, it is recommended that the templates be upgraded to the latest file format type. If this is not done, when a new document is created from the template, the system will require the newly created file to be upgraded to the latest file format.

  1. Download the document template.

  2. Open the file using Microsoft Office.

  3. Select Save As and select the current file format:

    1. Word - .docx.

    2. Excel - .xlsx.

    3. PowerPoint - .pptx

  4. Archive the old document template.

  5. Upload the newly saved document template.