Duplicate a template

Duplicating a template helps streamlines the process of creating similar envelopes or documents while ensuring accuracy and reducing errors.

To duplicate a template, navigate to Templates in the left-hand menu.

Find the template you want to duplicate and click Open.

In the upper right corner, click Actions and choose Make a copy.

A new tab will open with the duplicated template. Modify the template as needed or adjust the sharing settings if you intend to share it with a different group.

Finally, click Save template to preserve your changes.