Cloning a document in Event Temple allows you to create a new copy of an existing document. This is especially helpful if you need to reuse a layout, template, or previous version without altering the original file.
Steps to Clone a Document
Open the Booking
Navigate to the Bookings tab from the left-hand menu.
Open the booking that contains the document you want to clone.
Go to the Documents Tab
Select the Documents tab within the booking.
You’ll see a list of all documents associated with that booking.
Open the Document
Click on the name of the document you’d like to clone.
The document will open in a new window.
Select “Actions” → “Clone”
In the top-right corner, click the Actions button.
Choose Clone from the dropdown menu.
A new draft version of the document will be created automatically.
Edit and Save the New Document
The cloned document will open in Draft status.
Update the content as needed (text, merge fields, layout, etc.).
Click Save when finished.
Important Notes
The cloned version will not copy signatures or completion status — it starts as a new Draft.
You can rename the cloned document to reflect its new purpose.
Cloning is useful when creating similar contracts, BEOs, or proposals for repeat clients or recurring events.
From Documents List Tab:
Locate the document you want to clone
You’ll see a list of all documents in this booking (for example, Group Resume, Banquet Event Order, Contract, etc.).
Click on the document name
This opens the document in a new page.
Click “Actions” in the top-right corner
A dropdown menu will appear.
Select “Clone”
A new Draft copy of that document will be created automatically under the same booking.
The cloned version will appear in your Documents list as “Copy of [Document Name]”.
Open the cloned document
You can now edit, rename, or re-share it as needed.
⚠️ Important Notes
The cloned document does not copy signatures or completed status — it always starts as a Draft.
You can safely edit the new copy without affecting the original.
Cloning is ideal when you want to reuse layouts or content for similar events or repeat clients.