Copying a Template

Use this option to create a copy of an existing template. The copy option is available on the:

  • Ribbon bar: Select a template.

  • Kebab menu: Select the images/download/thumbnails/74460602/elipse.png icon adjacent to the template.

  • Context menu: Right-click a template.

  • Template's details page: On the top right corner, select images/download/thumbnails/74460602/elipse.png icon.

  1. Use one of the preceding options and select Duplicate. The Create <template> dialog box appears.

  2. Enter the Template Name and Description and select Duplicate .
    A copy of the selected template gets created. Additionally, you can also add more fields to this copied template like Match fields, Prefix/Suffix, Security, and so on.
    Figure: Duplicate template
    images/download/attachments/74460602/Copy_Template.JPG