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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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🧭 Steps to Copy a Document Template

  1. Go to Document Templates

    • From the left-hand menu, navigate to
      Settings → Templates & Files → Document Templates.

  2. Find the Template You Want to Copy

    • You’ll see a list of templates under Organization Templates.

    • Locate the one you’d like to duplicate (for example, Contract, Banquet Event Order, or Group Resume).

  3. Click the Clone Button

    • On the right-hand side of the template row, click the Clone (two-paper icon).

    • Event Temple will instantly create a duplicate of that template.

  4. Rename the Copied Template

    • The new copy will appear in your list as “Clone of [Template Name]*”.

    • Click the Edit (pencil) icon next to it.

    • Change the Title and make any necessary edits to the content.

  5. Save Your Changes

    • After editing, click Apply (top-right corner) to save.


💡 Why Use “Clone”

Cloning lets you:

  • Create variations of existing templates (e.g., a German-language version or a custom contract).

  • Preserve your original layout and merge fields while customizing the new copy.


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