Help Center

Read-Only document template issue - Failed to merge

When merging a document template and an error is displayed "Failed to merge - We can't save this file because it's read only .....". The document will not be able to saved to Matter > Folios.

 

Step-by-step guide

You will need to download a version of the document template to a local location (desktop), amend the document properties and upload load back into the document template.

  1. Open document from the local location.
  2. Click on File > Save As > Tools (near the save button) > General Options > Untick the Read-only recommended box > OK, then save as usual. As shown in the screenshot below.
  3. Upload document back into Document Templates and Register template as usual.

Updated