How can I copy a template (if I want to use similar settings to make a new one)? : Zeidman Development Support

How can I copy a template (if I want to use similar settings to make a new one)? Print

Modified on: Fri, 13 Jan, 2023 at 9:27 PM

Under Manage Templates, there are a couple of options that will help you copy your template.

Clone to File - If you need to copy a Data Source template to a File based template (if for instance you want to import from your Control Report), this function will allow you to do so. You can also use it to copy a File based template to create a second version of the template.
Add Selected Template to Defaults - This allows you to set a specific template to be a Default (meaning that you can copy all of the settings from this template when creating a new template).

After opening a template, you can also use the 'Save Template As' option to create a new copy of a template.

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