To copy a template, navigate to the Templates Tab
, expand the Actions
dropdown next to the template you want to copy, and select Duplicate
. In the dialog that appears, enter the name of your new template and click OK
. The new template will immediately appear in the templates list. Note
: The name of your new template must be unique. It cannot share a name with an existing template.
Copying a template is useful when you want to build a new form template that’s similar in structure and content to an existing template, but with a few small differences. In this common scenario, you can copy the existing template and use it as a starting point for your new form template.
For instance, suppose your company does HVAC repair, but the Work Order form has a few small differences depending on whether it is a heating or air-conditioning work order. In this scenario, you might first build a template for the heating work order form, then make a copy and make the requisite changes for the air-conditioning template.