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, and release the copied template to the other user. That way, the private template remains in the list.

To copy a template:

  1. Access the Manage Templates or Select a Template window:
    • Application Windows Client users: From the Write menu, select Templates.
    • Architect users: From the Manage menu, select Templates.
  2. Select a template from the list, and click Copy in the Manage Templates window.
  3. Set the properties for the template in the Properties window and click OK. See Setting or updating the properties for a Word template

    The template displays in the editor.

  4. Click Save and Close if no modifications are required, on the application toolbar.
    Note: If modifications are required use the application toolbar to add fields, preview the template, or perform other functions.
Related topics