Copying a Template

Last Updated: Jan 17, 2019 03:21PM PST
To copy a template, navigate to the Templates Tab, expand the icon-action-dropdown.jpg Actions dropdown next to the template you want to copy, and select icon-duplicate.jpg 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.
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