When you open a document in the Editor, it's not always obvious whether you're editing a master template or a single document created for a specific deal. This article explains the visual cue that tells you which mode you're in, so you can make changes with confidence. It applies to anyone who works with documents in GetAccept, including sales reps, template owners, and admins.
How to tell if you're editing a template
When you open a document template in the Editor, a persistent blue status banner appears with the message You are editing a template. The banner stays visible the entire time you're working on the template, so you always know where you are.
The banner also reminds you that:
Your changes are auto-saved.
Previously created documents will not be overwritten by your edits.
If you don't see the blue banner, you're editing an individual document, not the master template.
Note: Edits made to a template do not flow back into documents you've already created from that template. Existing documents stay exactly as they were.
Why this matters
Before this change, it was easy to confuse a template with a document created from it. You might open what you thought was a deal-specific document, make a small tweak, and only later realize you'd changed the master template for everyone on your team.
The blue banner removes that hesitation. You get immediate visual confirmation of your editing context, which means fewer accidental template edits, less cleanup work, and more confidence in the Editor.
How to use it
Pro-tip: You can configure reminder settings directly on a contract template. Documents created from the template inherit that reminder timing. See Configure template-level reminders.
Open a document or document template in the Editor.
Look for the blue status banner.
If the banner reads You are editing a template, you're in template mode. Any changes won't affect documents you've already created from this template.
If there's no banner, you're editing a single document. Changes apply only to that document.
Pro-tip: If you want to make a one-off change for a specific deal, create a document from the template first, then edit the document. That way the master template stays clean for everyone else.
Availability
E-sign: Included
Professional: Included
Enterprise: Included
Web trial: Included
Sales trial: Included