Edit Clipboard Templates

Contents

    This can only be performed in Administrator Mode

    1. From the Main Navigation menu, select the Setup tab.
    2. Scroll to the Labels and Clipboards section, and select Clipboard Templates from the list (opens the Clipboard Templates screen).
    3. Find and select the Clipboard Template to be edited (opens a panel displaying further information regarding the selected clipboard template).
    4. Click Edit
    5. Edit the information as required.
    6. After editing, select Next. The panel will switch to the Audit Edit panel.
    7. Select a Reason for change or type into the field.
    8. Select Submit.

    Updated on 22 January 2026
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