How to copy a Template

Sometimes you’ll need to make a few copies of your templates, when you’ve got that perfect template with all the parties needed and need to add more parties or remove some, so we’ve got you covered there!

Head to Templates on the left-side column.

Click onto the template you’d like to duplicate and then you’ll see all your Template options on the right. Click Copy to duplicate the Template.

You’ll now see your new template, with a ‘COPY’ title, along with a ‘Success’ message down the bottom-left. This is the copied template and if you click ‘Edit’, you’ll see all the fields on your new template.