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All CollectionsSettings & System Administrator ManualSettings FAQ
Can I Move my Document Templates From One Organization to another?
Can I Move my Document Templates From One Organization to another?
Updated over 2 months ago

Related Questions:

  • Why Isn't my Document Template visible in my other Organization?

Answer:

Yes. You can use your Multi-Organization Document Template Settings to show the Document Templates Chain-Wide, or move them over to a different Organization within your chain.

  1. Go to your Event Temple Settings by pressing the Settings button in your Navigation bar

  2. Make sure you select your Chain using the Organization picklist at the top of your Event Temple Settings

  3. Click on Templates & Files in your Settings Navigation bar

  4. Press Document Templates

  5. Select the Template you want to move from one Organization to another by pressing the Title of the Document Template

  6. Click on the Action button at the top-right screen, and press Clone. You will be redirected to the Cloned Document

  7. Next to Permission, click on the Organization: X, and select the Organization within the Chain you want this Document to be in OR choose Chain if you wish it to be available Chain-wide and click Save

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