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How to Duplicate a Document Template

Currently, there isn’t a "duplicate" or "copy" button for templates. Below is our recommended method for creating a duplicate of an existing template:


Start by going to Configuration > Templates, then press the edit icon next to the existing template.

Then open a new tab to create the new template.

Then you can copy the step details in the existing template and paste them into the new template by switching between the two tabs. This is easier if you have 2 computer screens so you can have one template open on each screen.

 

Once you have copied all the desired details, you can adjust the new template as needed and save.



A tip for copying across rich text – use the HTML view.

Do not copy content directly from the text box. This will ensure that the formatting stays exactly the same.


To do this, open the existing template and go to the text box step. Then press the HTML icon:

Copy all the text in the box

Then open your new template and open the HTML editor. Paste the copied text into the blank HTML box.

Then press Update.

 

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