How to Edit a Document in Reference+

- Click ‘Reference+’ in the left-hand menu.

- Click ‘Document Templates’, then select the document you would like to update and click the edit icon .

- Edit as needed.

- Check the box at the bottom of the screen to indicate the document is complete.

- Click ‘Continue.’

- Follow the steps to update the email templates and reminder frequency, if needed.

- Select ‘Finish and Send.’

- Your document is now saved and ready for use.