* How to edit a template already in use

[Kai Chandler]

I recently asked for advice on how to Change the citation template for an existing source

May I now ask for advice on a related subject - is it possible to edit a template already in use eg to change the punctuation and effect the change on each source that uses that template, as well as new uses of the template?

Thanks!

[tatewise]

Yes, just use the Tools > Source Template Definitions... command and View/Edit... the template.

Then after Save use the Compare/Sync with Source Template Record... feature.

The Help button explains the details.

[Kai Chandler]

yes, I have that working now, thank you!

[fhtess65]

Yes, just use the Tools > Source Template Definitions... command and View/Edit... the template.

Then after Save use the Compare/Sync with Source Template Record... feature.
<SNIP>

The second step was one I missed for ages, as, in RootsMagic, the update is automatic when a template gets edited. Imagine how happy I was to finally take note of Compare/Sync with Source Template Record! And, yes, I know, I should have RTFM first...

[Kai Chandler]

yes, it's not very intuitive is it, but thanks to Mike and the documentation, I got there, and so did you!