Related Questions:
Clone a Document
Clone/Copy a Document and include it in another Booking
Reuse my Document
Move a Document from one Booking to another.
Environment:
Event Temple Web App
Procedure:
Documents can be cloned within the same Booking Only. If you would like to clone a Document across different Bookings, we recommend using Document Templates.
Clone a Document within the same Booking
Click the 'action button' (down arrow) next to the relevant Document
Select Clone
Cloning will carry over most of the relevant information. It does not carry fields such as a signature or due date.
Merge an existing Document into a Document Temple
If you have customized a Document and would like to utilize it on other Bookings, you can save it as a Document Template!
Open the Document you wish to copy
Select the Actions dropdown at the top-right
Click Make Template
Click OK in the pop-up to be redirected to your Template screen
Make any edits to the Template, if desired (HINT: Edit the template name at the top)
Click Save
Go to the Booking you wish to add the new Document to
Select the Documents Sub-tab from the Booking screen
Click the Green New Document Button
Select the Template you just created
Create your Document as normal