Copying a Template

You can copy private and public templates; however, when you copy a public template, the template is saved as a private template.
Note: If you release a private template to another user, you must copy the template first, then release the copied template to the other user. That way, the private template will remain in the list.

To copy a Template:

  1. Open the Manage Templates or Select a Template dialog box:
    • Infor CRM SLX Windows Client users: From the Write menu, select Templates.
    • Architect users: From the Manage menu, select Templates.
  2. In the Manage Templates dialog box, select a template from the list, and then click Copy.
  3. In the properties dialog box, set the properties for the template, and then click OK.

    The template opens in the editor.

  4. Perform one of the following:
    • If no edits are needed, on the Infor CRM SLX toolbar, click Save and Close.
    • If edits are needed, use the Infor CRM SLX toolbar to add fields, preview the template, or perform other functions.
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