Clone (Copy) a Template
Contents
- Overview
- Pre-conditions
- Steps
Overview
Find more information on how to clone (copy) a template in Clausematch.
Pre-conditions
- Document Level Permission: 'Owner', 'Editor', 'Reviewer'.
- System Level Permission: 'Create Templates', 'System Administration'.
Steps
Dashboard Method:
- Find the template on the dashboard.
- Click on the three dot icon on the far right of the template.
- Select Clone Template.
Editor Method:
- Open the template.
- Click File from the menubar.
- Select Clone Template.