Edit a Boilerplate

To change boilerplate information and modify text using the editing and formatting toolbar, go to the Boilerplate hub and select an available boilerplate.

This option is only available if you have the access rights that are required to edit records.

To edit a boilerplate form:

1. In the Navigation pane, select Hubs > Boilerplate.
2. On the Boilerplate form, use the search field above the boilerplate name to search for and select the boilerplate that you want to edit.
   For information about creating and using searches, see the Search Vantagepoint help topics.
3. To change information on the Boilerplate form, do one or more of the following:

   To change	Do this
   A value in a field on the Boilerplates form	Hover over the field, click , and enter or select the value. On the edit dialog box, make changes and click OK. The appropriate fields update on the contact record.
   Multiple fields on the Boilerplates form	Click Actions > Edit. Use the Overview tab to modify the standardized text. In the upper right corner of the Text field, click and use the editing and formatting options to format the text as desired. Use the Files and Links tab to upload or change content files or links that relate to the boilerplate.

4. Click Save.
   If you cancel your changes, Vantagepoint reverts the boilerplate to its previous version.