How can you duplicate a template?

Modified on Mon, 01 Aug 2022 at 01:05 PM

A template can be duplicated by clicking on the ‘Duplicate Template’ button. The ‘Duplicate Template' button is outlined in red below:


Once the 'Duplicate Template' has been selected, a small pop up screen will appear:
The duplicate template name will default to the original template name appended with "- copy".  The name for the new duplicate template can be updated here and also set as either 'Your Template' or a 'Company Template' by selecting the appropriate button.  This will default to 'Your Template' unless the 'Company Template' button is selected, and the selected option will be highlighted with a tick.  Once the name has been updated as necessary, and it has been set as either a Company template or one for individual use, it can be saved without making any further changes. If updates to the template are required select 'Save & Edit' which will open the template wizard.


The ‘Duplicate Template’ option is available for 'All', 'Your Templates', 'Company Templates' and 'Sample Templates' (if available).





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