To copy a template:-


1. Select the main Setup tab.

2. Select the Template Setup tab.

3. Select the template you want to copy.

4. Press the Edit button next to the template.

5. In the template editor, press the Copy button in the toolbar and enter a new name.

6. Save and close the template editor.




Note: When a template is copied, you get a complete copy of the same template type, e.g. if you copy an invoice template, you end up with another invoice template. You can't convert an invoice template into a quote template by copying.


If you want to copy fields or images onto a different template, select the items you want to copy in the template editor and press Ctrl-C to copy them. Then open another template in the editor and press Ctrl-V to paste the items.


See Also