Copy a custom print template

If you plan to modify an existing custom print template, you can easily create a backup copy before you make any changes. This will allow you to restore the backup copy if any problems arise.

These instructions allow you to create a working backup copy of the template you plan to modify. The backup copy is available to any other users who can access the Custom Print Templates area.

To copy a custom print template:

1. On the toolbar click the Settings icon.
2. On the Features tab, make sure that the Custom Print Templates section is selected.
3. On the Custom Templates screen, Templates tab, drill down on the name of the template you wish to copy.
4. Take a note of all the settings and options selected for the template.
5. At the bottom of the Update Custom Print Templates screen, click Download Template . The template .docx file is downloaded to your computer.
6. Note the location of the downloaded file so that you can easily find it again.
7. On the Custom Print Templates screen, Templates tab, click the + Create New Template button.
8. On the New Custom Print Templates screen:
   1. Select the Template Type that matches the template type you just downloaded.
   2. Name the backup copy with a suitable name. For example: Quote template backup copy.
   3. Select the required settings and options.

      You might consider deselecting the Active checkbox so that the backup copy does not appear in the list of available print templates.

   4. Click to upload or drag and drop to select the custom .docx template file that you wish to upload to .
9. Save your changes. The .docx file is uploaded and stored in .