Support/FAQ

How to copy or clone a template?

Focus: The focus of this Self Help article is to provide you information and steps in order copy or clone an existing template.

Why copy or clone a template?  Copying or cloning is an excellent idea if you have already created a template, but you don’t want to modify every time for a specific customers. Have many different templates based up your business and clients needs.

Step 1:  At the top, click on Templates, My Templates and click on the name of the template.

Templates - All Templates - Add to my templates -- My templates

Step 2: Click on the button “Copy As New”.

Templates - My Templates - Template Name - Copy As New

Step 3: You will receive a confirmation that the template has been copied. To Change the name, click on the name of the template.

Templates - My Templates - Template Name - Copy As New -Confirm

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