In order to keep all presets and settings you have done for a template, Tomorro allows you to duplicate a template.
How to duplicate an existing template?
First, open the template you would like to duplicate.
The template to be duplicated can be in a published or draft status.
It can contain or not a document in the editor.
Click on the "More" button, at the right-hand top corner of the screen:
Then, select the "Duplicate this template" option as in the example below:
Confirm or rename the template that will be created and click "Duplicate this template" to validate the copy:
The newly created template will be saved as a Draft one.
What is duplicated?
Once you have duplicated a template, here is the list of elements that are kept from the original template:
The document and all smart fields, conditional display, clauses and editable/locked zones if some were set up,
The workflows,
The summary sheet setup
The advanced settings, including automatic archiving, reminders, participants and files
Template rights of use.
Once the copy has been made, the new template can easily to be edited.
👉 Get to know more about template setup: Automate my templates.