Copying a Template

You can copy all the objects of a Template and use it for creating another Template. When you copy a Template, all the accounts, layouts, and mapping used in the Template will get copied to another Template.

To copy a Template:

1. Click Configure > Templates.

2. On the Templates screen, click  > Create Copy.

   
   
   

3. On the Create Copy window, provide the name and description of the Template. The name and description of the Template are generated automatically based on the selected Template. You can edit the Template name and description that can be up to 48 and 300 characters long. 
   
   
   
   

4. Click Create Copy to create a copy of the Template.

   The copied Template will be in the deactivated state.