Event Temple allows you to duplicate both Document Templates and existing Documents. This makes it easy to reuse layouts, contracts, Banquet Event Orders (BEOs), and other files without recreating them from scratch.
Copying a Document Template
Cloning a Document Template creates a reusable duplicate of a template stored in your account settings. This is useful if you want to create variations of contracts, BEOs, or other templates while keeping the original intact.
Steps
Go to Settings → Templates & Files → Document Templates.
Locate the template you want to copy under Organization Templates.
Click the Clone icon (two-paper icon) on the right side of the template row.
Event Temple will create a duplicate titled “Clone of [Template Name]”.
Click the Edit (pencil) icon next to the new template.
Rename the template and make any necessary edits.
Click Apply to save your changes.
Why Use Clone for Templates
Cloning templates allows you to:
Create variations of an existing template (for example, a different language or contract version)
Preserve the original layout and merge fields
Quickly build templates for multiple hotels or brands
Copying an Existing Document
Cloning a Document creates a new draft copy of a document within a booking. This is helpful when you want to reuse a contract, BEO, or proposal for a similar event without modifying the original document.
Steps
Navigate to Bookings from the left-hand menu.
Open the Booking that contains the Document you want to copy.
Go to the Documents tab.
Click the name of the Document you want to duplicate.
Click Action button (three dots) in the top-right corner.
Select Clone from the dropdown menu.
Event Temple will create a new Draft copy of the document automatically.
Alternatively, you can clone the document directly from the Documents tab overview:
Editing the Cloned Document
Open the new document.
Update the content, title, or merge fields as needed.
Click Save when finished.
The cloned document will appear in the list as “Copy of [Document Name]”.
Important Notes
Cloned documents do not copy signatures or completion status.
The cloned version always starts as a Draft.
Editing the copy does not affect the original document.
Templates are cloned from Settings, while documents are cloned inside bookings.