Duplicating (Copying) Templates

You will need permission from your organization administrator to be able to copy templates. 

To duplicate a template you first need to open the template’s menu. The easiest way to do this is to click the cog next to the template’s name in your dashboard, as shown below.

duplicate-templates-cog

Once the menu is open on the right-hand side of the screen, click the “More” button…

duplicate-templates-more

… and then on “Copy this template”.

duplicate-templates-copy-button

This will bring up the copy menu. Here you can choose the destination organization using the dropdown menu…

duplicate-templates-choose-org

… Then choose a folder in the lower section of the menu. As soon as you click on a folder, the template will be copied to it.

duplicate-templates-choose-folder

Once you’ve chosen a folder, you will receive a notification to tell you when the copy has been completed.

duplicate-templates

To learn more about this topic, click on the links below to see the relevant help article.

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