Copying Templates (Client Administrators only)

To copy a default or client template:

1. Navigate to the client administration Template Management Dashboard (Client Administration > Templates).
2. All default, client and personal templates are listed on this screen. To filter the list to show only those of a given type, select the type from the drop down list. If you list only personal templates you can further filter these by user.
3. Highlight the template you want to copy and click Copy.
4. Enter a name for the template and click OK.