You can't edit the Classic or Formal templates, but you can duplicate either one to create your own copy. Your copy is fully editable, and changes you make to it don't affect the original.
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to edit, for example, Purchase Orders.
In the Document tab, use the Template Name drop-down menu to select the template you want to copy, e.g., Classic or Formal.
Click Duplicate.
In the New Template Name field, enter a unique name for your new template.
Check that the correct transaction type is selected in the Document drop-down menu.
Click Create.

Your new template opens, ready for you to edit.
đ¤Tip: To use your new template as the default for this transaction type, select the Default checkbox in the Document tab. You can also set a default template later.
If you can't duplicate a template, it may be Unleashed's internal default, which can't be duplicated. Create a blank template instead.
