How do you modify the category and tags of a template

Organizing your Bounsel templates is a breeze with this easy-to-follow guide. By updating categories and tags, you’ll enhance your document management efficiency in no time. 📚

First things first, log into your Bounsel account and head over to your documents. This is where your organizational journey begins

Identify the document you wish to categorize or tag differently. Clicking on it will open a pop-up showcasing the template details.

Look for the three dots in the top menu bar and click to open a dropdown menu filled with various options.

Hit the “Update” button to start tweaking the file, name, type, and tags. A handy pop-up will guide you through the process.

To adjust the document’s type, click on your current choice and select a new one from the options provided. For tag management, simply add new tags or remove existing ones by clicking the ‘x’ next to the tag you wish to delete. This flexibility allows you to customize your document’s categorization and searchability.

All set with your changes? Click “Save changes” to lock them in. Your template will now reflect the latest updates, ensuring it’s up-to-date and organized.

There you have it! a neatly organized template with just a few clicks. Keeping your Bounsel library tidy has never been easier! 🌟