1. Click here.

2. Click "Document Templates"

3. Click "Edit" on the desired template

4. Make any changes using the online editor

5. To find variables, click on "Search Variables"

6. Click "Line Items" for ones that correspond to items. The other tabs cover variables that are not repeated on the document, such as delivery notes.

7. Click on a variable to copy it

8. Click "Close Tags List"

9. Paste it into the document

10. Click "Step 1: Preview"

11. Use this dropdown to preview on other document document numbers

12. If you are happy with the change, click "Step 3: Save:"

13. Click "Save Changes" to overwrite the current version, or select the second option to create a new one.