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How Can I Copy a Document Template?

Clone Document Template- Can I clone a contract template from one hotel to another- Can I clone of one my BEO's to another location

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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

  1. Click on Settings

  2. Under Templates & Files select Document Templates

  3. Locate the Document you would like to duplicate and Click Clone

  4. Enter a new Title and click Clone

  5. You'll be brought to the Document Template Edit page for the new Document Template

  6. Make any required changes

  7. Save

To Clone a Document Template to a different Organization

Please note. Only Chain Admins are able to clone Documents between Chains.

  1. Ensure you are signed in to the Org with the Document you would like to Clone

  2. Click on Settings

  3. Click on Templates & Files > Document Templates

  4. Find the Document in the list

  5. Click the Clone button at the right side of the Document in the list

  6. Add a Title and click Clone

  7. Scroll to Permission at the top of the Document

  8. Click on the Organization Name

  9. From the dropdown generated, select the Organization you wish to connect the Document to

  10. Click Save

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