Renaming letter templates

Follow these steps to rename a letter template that was created using the
Create your own
option.
note
Templates that were created from uploaded documents can't be renamed.
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    Templates
    .
    Select Administrative then TEMPLATES
  3. Select the template you'd like to rename.
    Select the template to rename
  4. Select the
    Edit
    Edit icon icon next to the name.
    Select the Edit icon
  5. Type the template's new name then select the
    Save
    Save icon icon.
    Select the Save icon

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