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:

1. Find the template on the dashboard.
2. Click on the three dot icon on the far right of the template.
3. Select Clone Template.

Editor Method:

1. Open the template.
2. Click File from the menubar.
3. Select Clone Template.