How to duplicate a Template

1. Visit the Library

2. Select your Template

3. Click ‘More Options’ ⋮

4. Select ‘Duplicate’ on the dropdown

A ‘Duplicate’ pop-up will then appear

On the Duplicate pop-up:

1. Name the Template

2. Select on the Dropdown whether to duplicate the PDF & Fields or just the PDF

3. Decide whether to Open the New Document after Creation using the switch

4. Click ‘Duplicate’ to confirm