Clone a Template to Create a New Template

If you would like to create a new template that is very similar to one of your existing templates, you can clone the existing template to a create the new template.

1. Portal admins can clone a template in their web app portal. Click on the Admin gear in the top right and select Templates.admin_gear.png

2. Click on the three dots to the right of the template name and select "Create new from...".

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3. Type a new name and template key. Click Create.

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4. Your new template will be created as a draft. Now you can revise the template by editing templates settings (if needed), add and remove fields, editing sections, and more (managing templates)!

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5. When you are done editing your template be sure to Test and Publish the template.

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