# Create a Template

> We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With…

- Source: https://docs.ghlcustomercare.com/docs/certificates/templates/create-a-template
- Section: Certificates / Templates
- Reading time: 4 min
- Images: 17, each explained below
- Modified on Fri, 28 Aug at 6:30 AM

---
We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With Certificates, you can create personalised certificates and issue them to your users. In this initial release, we've focused on making it easy to award certificates for course completion. 

Here's how to get started:

**In This Article**

-   [Where to find Certificates ?](#where-to-find-certificates)
-   [Create a template](#create-a-template)
-   [Editing Templates](#editing-templates)

---

## **Key Features:** 

The Certificate Builder is rebuilt to load faster, edit smoothly, and support more professional layouts without third-party tools.

-   **Responsive canvas:** Smooth, real-time editing with instant previews.
    
-   **Standard and custom sizes:** Choose **A4**, **US Letter**, or set a **custom** canvas size.
    
-   **Rich design elements:** Add editable **lines, shapes, graphics, and icons** using drag-and-drop.
    
-   **Modern templates:** Start from professionally designed templates and customize for your brand.
    
-   **Frames and signatures:** Expanded frame options and signature fields with pre-designed font styles.
    
-   **Background customization:** Use a gradient background or upload an image, then zoom, pan, and crop to the exact area you want.
    

**Tip: If you’ve used the Badge Builder, this experience is powered by the same design engine for consistent performance.**

---

## **Where to find Certificates ?**

To get started with certificates:

-    Go to Memberships from the left bar (in a location) > Certificates

  

![ewdwedwedwedwed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010491418/original/UDLUBmWon7i-7gGLUfOf5d5VJ2gX2SnB5w.png)

**Where to find Certificates ? (image 1 of 17)**

This screenshot appears in the "Where to find Certificates?" section of "Create a Template". The text alongside this image reads: Go to Memberships from the left bar (in a location) > Certificates. Immediately after, the guide continues: To start creating a certificate template.
- Where to go: Go to Memberships from the left bar (in a location) > Certificates
- Next: To start creating a certificate template:

## **Create a template**

To start creating a certificate template:

-   Click on _New_
-   To create a template, choose Certificate Templates or Blank Certificates 

![ewdwedwedwedwed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492067/original/3D8JLDvxZ1pd_sb53LmPswUHf40xWILFyQ.png)

**Create a template (image 2 of 17)**

This screenshot appears in the "Create a template" section of "Create a Template". The text alongside this image reads: Click on New To create a template, choose Certificate Templates or Blank Certificates. Immediately after, the guide continues: To create a template, choose from the existing templates.
- What to choose: Click on New To create a template, choose Certificate Templates or Blank Certificates
- Next: To create a template, choose from the existing templates:

Full procedure:

1. Click on New
2. To create a template, choose Certificate Templates or Blank Certificates

### **Choose an existing template**

To create a template, choose from the existing templates:

-   Select a template
-   Click on _Confirm_
-   Template is ready to use

### 

![Create a template from scratch (image 3 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492335/original/pR3lrjO-urp1JV0kk-LOrYYZJ5CHfFDW5w.png)

**Create a template from scratch (image 3 of 17)**

This screenshot appears in the "Create a template from scratch" section of "Create a Template". The text alongside this image reads: Select a template Click on Confirm Template is ready to use. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: To create a template from scratch.
- What to choose: Select a template Click on Confirm Template is ready to use
- Fields: Start creating from scratch
- Next: To create a template from scratch:

Full procedure:

1. Click on Blank Certificates
2. Start creating from scratch

![Create a template from scratch (image 4 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492555/original/sCOyrNnOIdY8dn8i9h1JFdS_-aD8V2R45g.png)

**Create a template from scratch (image 4 of 17)**

This screenshot appears in the "Create a template from scratch" section of "Create a Template". The text alongside this image reads: Select a template Click on Confirm Template is ready to use. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: To create a template from scratch.
- What to choose: Select a template Click on Confirm Template is ready to use
- Fields: Start creating from scratch
- Next: To create a template from scratch:

Full procedure:

1. Click on Blank Certificates
2. Start creating from scratch

**Create a template from scratch**

To create a template from scratch:

-   Click on _Blank Certificates_ 
-   Start creating from scratch

![Create a template from scratch (image 5 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492573/original/bT3kywKc2PuBXuU4M7Yy7HWVqHu6FRT7Pg.png)

**Create a template from scratch (image 5 of 17)**

This screenshot appears in the "Create a template from scratch" section of "Create a Template". The text alongside this image reads: Click on Blank Certificates Start creating from scratch. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Hover over an element in the Certificate Builder to highlight it before selecting it. This makes it easier to identify the element you want to edit, especially when working with complex designs.
- What to click: Click on Blank Certificates Start creating from scratch
- Fields: Start creating from scratch
- Next: Hover over an element in the Certificate Builder to highlight it before selecting it. This makes it easier to identify the element you want to edit, especially when working with complex designs.

Full procedure:

1. Click on Blank Certificates
2. Start creating from scratch

### **Selecting and Resizing Elements**

Hover over an element in the Certificate Builder to highlight it before selecting it. This makes it easier to identify the element you want to edit, especially when working with complex designs.

To resize an element, select it and drag an edge or corner to the desired size.

## **Editing Templates** 

  
To edit a template, there are various elements to use: 

#### **1\. Layout:**

-   #### To choose a layout, click on _Layout,_ and choose between Portrait or Landscape
    
-   #### Once selected, you can choose frames for both the layouts, respectively
    
-   #### To remove a frame, click on the same frame again (from the right bar)
    

![To remove a frame, click on the same frame again (from the right bar) (image 6 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492648/original/-yXZPAA3uUS5wn0YYQM_6JV65UNqROgRqA.png)

**To remove a frame, click on the same frame again (from the right bar) (image 6 of 17)**

This screenshot appears in the "To remove a frame, click on the same frame again (from the right bar)" section of "Create a Template". The text alongside this image reads: To choose a layout, click on Layout, and choose between Portrait or Landscape Once selected, you can choose frames for both the layouts, respectively To remove a frame, click on the same frame again (from the right bar). Immediately after, the guide continues: Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits.
- What to choose: To choose a layout, click on Layout, and choose between Portrait or Landscape Once selected, you can choose frames for both the layouts, respectively To remove a frame, click on the same frame again (from the right bar)
- Controls: Note
- Next: Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits

Full procedure:

1. To choose a layout, click on Layout, and choose between Portrait or Landscape
2. Once selected, you can choose frames for both the layouts, respectively
3. To remove a frame, click on the same frame again (from the right bar)

**_Note_**: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits

![To remove a frame, click on the same frame again (from the right bar) (image 7 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492813/original/73uw2Kk-z-RoyRlIDXirIwiWMAEV0RDplA.png)

**To remove a frame, click on the same frame again (from the right bar) (image 7 of 17)**

This screenshot appears in the "To remove a frame, click on the same frame again (from the right bar)" section of "Create a Template". The text alongside this image reads: Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits. Immediately after, the guide continues: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background….
- What this covers: Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits
- Controls: Note
- Next: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern

Full procedure:

1. To choose a layout, click on Layout, and choose between Portrait or Landscape
2. Once selected, you can choose frames for both the layouts, respectively
3. To remove a frame, click on the same frame again (from the right bar)

#### **2\. Background:**

-   To choose a background, click on _Background_
-   Choose the colours
-   Upload an image as background or enter image link to upload
-   Choose the opacity of the background image or colour by using the opacity slider
-   To choose a pattern as background image, click on _Patterns_ and choose a pattern. Further choose the colour of the pattern

![2. Background: (image 8 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492892/original/JxYtQty_YqQpW12lbPbv_ghSf8P-doDSxQ.png)

**2. Background: (image 8 of 17)**

This screenshot appears in the "2. Background:" section of "Create a Template". The text alongside this image reads: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a pattern. Further…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1….
- What to fill in: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern
- Fields: To choose a background, click on Background
- Next: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To choose a background, click on Background
2. Choose the colours
3. Upload an image as background or enter image link to upload
4. Choose the opacity of the background image or colour by using the opacity slider
5. To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern

![2. Background: (image 9 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010492968/original/vMyrWzD4Z1cBaZEfOG5NQ2MwS9EvXUfpSg.png)

**2. Background: (image 9 of 17)**

This screenshot appears in the "2. Background:" section of "Create a Template". The text alongside this image reads: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a pattern. Further…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1….
- What to fill in: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern
- Fields: To choose a background, click on Background
- Next: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To choose a background, click on Background
2. Choose the colours
3. Upload an image as background or enter image link to upload
4. Choose the opacity of the background image or colour by using the opacity slider
5. To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern

#### **3\. Header**

-   To add a header, drag and drop the _Header_ element to your template and start editing the text after selection
-   Elements can be cloned or deleted by clicking on the copy and delete icons
-   Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etc. from the top bar after selecting a text
-   To resize the element, select it and drag an edge or corner to the desired size.

![3. Header (image 10 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493078/original/YLoHp-dsmvWek9_bPWzEN3Ph3-se8I6juQ.png)

**3. Header (image 10 of 17)**

This screenshot appears in the "3. Header" section of "Create a Template". The text alongside this image reads: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after…. Immediately after, the guide continues: To add a text, drag and drop the Text element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type….
- What to fill in: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.
- Next: To add a text, drag and drop the Text element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To add a header, drag and drop the Header element to your template and start editing the text after selection
2. Elements can be cloned or deleted by clicking on the copy and delete icons
3. Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text
4. To resize the element, select it and drag an edge or corner to the desired size.

![3. Header (image 11 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493203/original/f4yu5bSJswzGBD6Fk-E4u0EumbGg0Ja4xA.png)

**3. Header (image 11 of 17)**

This screenshot appears in the "3. Header" section of "Create a Template". The text alongside this image reads: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after…. Immediately after, the guide continues: To add a text, drag and drop the Text element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type….
- What to fill in: To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.
- Next: To add a text, drag and drop the Text element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To add a header, drag and drop the Header element to your template and start editing the text after selection
2. Elements can be cloned or deleted by clicking on the copy and delete icons
3. Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Colour, etc. from the top bar after selecting a text
4. To resize the element, select it and drag an edge or corner to the desired size.

#### **4\. Text**

-   To add a text, drag and drop the _Text_ element to your template and start editing the text after selection
-   Elements can be cloned or deleted by clicking on the copy and delete icons
-   Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text
-   To resize the element, select it and drag an edge or corner to the desired size.

-   When editing text, use these keyboard shortcuts to apply formatting:
    
    -   **Ctrl/Cmd + B:** Bold
    -   **Ctrl/Cmd + I:** Italic
    -   **Ctrl/Cmd + U:** Underline

You can copy content from external sources and paste it into the Certificate Builder. Pasted content is handled without introducing broken formatting, making it easier to bring existing content into your design.

![4. Text (image 12 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493415/original/JaKgxTn-HPAxnP9D3pPuEEQPi5_yPUPAYA.png)

**4. Text (image 12 of 17)**

This screenshot appears in the "4. Text" section of "Create a Template". The text alongside this image reads: You can copy content from external sources and paste it into the Certificate Builder. Pasted content is handled without introducing broken formatting, making it easier to bring existing content into your design. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: To add an image, drag and drop the Image element to your template Upload an image or add the image link to upload Choose the opacity of the background image by using the opacity slider To resize the element, select it and drag an edge or….
- What to copy: You can copy content from external sources and paste it into the Certificate Builder. Pasted content is handled without introducing broken formatting, making it easier to bring existing content into your design.
- Fields: Ctrl/Cmd + B: Bold, Ctrl/Cmd + I: Italic, Ctrl/Cmd + U: Underline
- Next: To add an image, drag and drop the Image element to your template Upload an image or add the image link to upload Choose the opacity of the background image by using the opacity slider To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To add a text, drag and drop the Text element to your template and start editing the text after selection
2. Elements can be cloned or deleted by clicking on the copy and delete icons
3. Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text
4. To resize the element, select it and drag an edge or corner to the desired size.

#### **5\. Image**

-   To add an image, drag and drop the _Image_ element to your template
-   Upload an image or add the image link to upload
-   Choose the opacity of the background image by using the opacity slider
-   To resize the element, select it and drag an edge or corner to the desired size.

![5. Image (image 13 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493581/original/bTnBsbbxjvpM13IgQ76NqpOKrBtAB6dIeQ.png)

**5. Image (image 13 of 17)**

This screenshot appears in the "5. Image" section of "Create a Template". The text alongside this image reads: To add an image, drag and drop the Image element to your template Upload an image or add the image link to upload Choose the opacity of the background image by using the opacity slider To resize the element, select it and drag an edge or corner to the desired size. Immediately after, the guide continues: To add a badge, drag and drop the Badge element to your template Choose a badge with from the options by clicking on it To resize the element, select it and drag an edge or corner to the desired size.
- What to choose: To add an image, drag and drop the Image element to your template Upload an image or add the image link to upload Choose the opacity of the background image by using the opacity slider To resize the element, select it and drag an edge or corner to the desired size.
- Controls: 6. Badge
- Next: To add a badge, drag and drop the Badge element to your template Choose a badge with from the options by clicking on it To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To add an image, drag and drop the Image element to your template
2. Upload an image or add the image link to upload
3. Choose the opacity of the background image by using the opacity slider
4. To resize the element, select it and drag an edge or corner to the desired size.

**6\. Badge**

-   To add a badge, drag and drop the _Badge_ element to your template
-   Choose a badge with from the options by clicking on it
-   To resize the element, select it and drag an edge or corner to the desired size.

![5. Image (image 14 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493705/original/im6yZ9CjMmcLDfb51pFvp4YE1-Nr6vPzeQ.png)

**5. Image (image 14 of 17)**

This screenshot appears in the "5. Image" section of "Create a Template". The text alongside this image reads: To add a badge, drag and drop the Badge element to your template Choose a badge with from the options by clicking on it To resize the element, select it and drag an edge or corner to the desired size. Immediately after, the guide continues: To add a signature, drag and drop the Signature element to your template Choose a badge with from the options by clicking on it Choose the signature styles after selecting the signature To resize the element, select it and drag an edge or….
- What to choose: To add a badge, drag and drop the Badge element to your template Choose a badge with from the options by clicking on it To resize the element, select it and drag an edge or corner to the desired size.
- Controls: 6. Badge
- Next: To add a signature, drag and drop the Signature element to your template Choose a badge with from the options by clicking on it Choose the signature styles after selecting the signature To resize the element, select it and drag an edge or corner to the desired size.

Full procedure:

1. To add an image, drag and drop the Image element to your template
2. Upload an image or add the image link to upload
3. Choose the opacity of the background image by using the opacity slider
4. To resize the element, select it and drag an edge or corner to the desired size.

#### **7\. Signatures**

-   To add a signature, drag and drop the _Signature_ element to your template
-   Choose a badge with from the options by clicking on it
-   Choose the signature styles after selecting the signature
-   To resize the element, select it and drag an edge or corner to the desired size.

![7. Signatures (image 15 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010493737/original/yJHOjV1hL6_1mcRME_jzplC8w60qlz8pAA.png)

**7. Signatures (image 15 of 17)**

This screenshot appears in the "7. Signatures" section of "Create a Template". The text alongside this image reads: To add a signature, drag and drop the Signature element to your template Choose a badge with from the options by clicking on it Choose the signature styles after selecting the signature To resize the element, select it and drag an edge or corner to the desired size. Immediately after, the guide continues: To preview a template, click on Preview To save a template, click on Save Before saving a template, enter a relevant name for your certificate from the top section.
- What to choose: To add a signature, drag and drop the Signature element to your template Choose a badge with from the options by clicking on it Choose the signature styles after selecting the signature To resize the element, select it and drag an edge or corner to the desired size.
- Next: To preview a template, click on Preview To save a template, click on Save Before saving a template, enter a relevant name for your certificate from the top section

Full procedure:

1. To add a signature, drag and drop the Signature element to your template
2. Choose a badge with from the options by clicking on it
3. Choose the signature styles after selecting the signature
4. To resize the element, select it and drag an edge or corner to the desired size.

### **Preview and Save a template**

-   To preview a template, click on _Preview_
-   To save a template, click on _Save_
-   Before saving a template, enter a relevant name for your certificate from the top section

![Preview and Save a template (image 16 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010494542/original/97ZeVjxTg_-Rga03DoR8W--LzkeBpANo_w.png)

**Preview and Save a template (image 16 of 17)**

This screenshot appears in the "Preview and Save a template" section of "Create a Template". The text alongside this image reads: To preview a template, click on Preview To save a template, click on Save Before saving a template, enter a relevant name for your certificate from the top section. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Once saved, click on Back Saved templates are visible under the Template tab From the three dots, choose to Preview, Edit or Delete a template.
- What to fill in: To preview a template, click on Preview To save a template, click on Save Before saving a template, enter a relevant name for your certificate from the top section
- Fields: To preview a template, click on Preview, To save a template, click on Save
- Next: Once saved, click on Back Saved templates are visible under the Template tab From the three dots, choose to Preview, Edit or Delete a template

Full procedure:

1. To preview a template, click on Preview
2. To save a template, click on Save
3. Before saving a template, enter a relevant name for your certificate from the top section

### Saved Templates

-   Once saved, click on _Back_
-   Saved templates are visible under the Template tab
-   From the three dots, choose to Preview, Edit or Delete a template  
    

![Saved Templates (image 17 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010494591/original/xRScoCdIvAGL8xmK1s-C2-ODWxfUWedlmw.png)

**Saved Templates (image 17 of 17)**

This screenshot appears in the "Saved Templates" section of "Create a Template". The text alongside this image reads: Once saved, click on Back Saved templates are visible under the Template tab From the three dots, choose to Preview, Edit or Delete a template. This part of the guide covers 2 fields, listed below.
- What to choose: Once saved, click on Back Saved templates are visible under the Template tab From the three dots, choose to Preview, Edit or Delete a template
- Fields: Once saved, click on Back, Saved templates are visible under the Template tab

Full procedure:

1. Once saved, click on Back
2. Saved templates are visible under the Template tab
3. From the three dots, choose to Preview, Edit or Delete a template

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com