Related Questions:
Clone Document Template
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Procedure:
Cloning Document Templates can be done within the same Organization, or across a Chain, to another Organization.
To Clone a Document Template within the same Organization
On the left-hand side Menu select Templates
Click on Documents
Click Clone
A confirmation Pop up will appear, click OK
You'll be brought to the Document Template Edit page for the new Document Template
Update the Document Template name if needed (click on the name and override it)
Make any required changes
Save
To Clone a Document Template to a different Organization
This must be done from within the Chain Dashboard by a Chain Administrator.
Select your name on the upper right-hand side
Select Manage Chain
Select Templates
Select Documents and find the desired template.
Select Clone
Select the Organization you wish the cloned Template to belong to
