Copy PDF Fields

If a Template has mostly the same structure and layout as a previously uploaded Template, save time preparing it by using the 'Copy Fields' function.

1. Upload the new Template

2. Visit the Library

3. Click on the original Template

4. Select ‘More Options’ ⋮

5. Select ‘Copy Fields’ on the dropdown

6. A ‘Copy Fields’ pop-up will then appear

On the pop-up

1. Select the Original Template in the ‘From’ dropdown

2. Select the Receiving Template in the ‘To’ dropdown

3. Specific pages can replicate their fields onto other specific pages

4. Or you can just click ‘All’ to copy all pages over

5. On the ‘Options’ dropdown choose whether the fields replace the existing ones or are added on to them (This doesn't do anything if the new Template doesn't have any fields on it yet)

6. Choose whether to Open the New Document after creation

7. Click ‘Copy Fields’ to confirm

If a destination template has fewer pages than the source, fields on the excess pages will not be copied.

Top tip: Make sure both templates have different names to prevent confusion. (You can always change them back later.)