Our new visual editor offers several improvements. These include an updated, easier to use interface that provides significantly better and more uniform styling and spacing. Existing email templates can be migrated to the new interface by following the steps below.
Documents Interface
The documents interface can be found from the main navigation under Settings > Documents. In this example we will be migrating the Default Invoice template.
You should be in the Report Templates tab
There will be a message alerting you to migrate your existing templates
This column will show the migration status of each template
The Default Invoice Template has not yet been migrated
Click the Edit icon to migrate the template
Migrating a Template
Once you click the Edit icon, you will see the Edit Report Template screen.
Make sure you are on the Migrate Template tab
There will likely be a message that there is an issue with your current HTML
Click the Auto Fix HTML button
Click Save
You will be notified that the new migrated template will replace the existing template. Click the OK button...
Once you click OK, you will no longer see the Migrate Template tab, and will only see the new Edit Report interface...
The documents interface will now show the template as having been migrated...
Edit Report Template Interface
Click here for more details about the functionality of this new interface and visual editor.