Copying Templates - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

Once a template has been created, the template can be copied. This can save time when configuring many similar templates.

To copy a configured template:

  1. Click Control Panel.

    The control panel is displayed:

  2. On the Templates tab, select a template.
  3. To filter the list, type the name of the desired template or template group the template belongs to. The list is filtered as you type.
    Tip:

    You can type any part of the template or template group name to yield results. For example, if you are searching for HR - Offer Letter, you can type letter to display any template or template group names containing letter.

    Click the triangles to the left of template groups to collapse or expand template groups as needed.

  4. Select a template.
  5. Click Copy Template:

    The Copy Template dialog box is displayed:

  6. The name of the template you are copying is displayed in the Name field.
  7. Edit the Name field to be the new name for the copied template.
  8. Click OK.
    The duplicate template is created and saved to the same template group.