Copying an approver template

When a template is copied and saved, this information is copied to the new template.

See Creating a new approver template.

  1. Select Administration.
  2. Click the Templates tab.
  3. Click Approvers.
  4. Right-click a template to copy and select Copy.
    Optionally, click Create > Copy
  5. Specify this information:
    From Approver Template
    Click in the field and select the template that you want to copy.
    New Approver Template
    Specify the name of the new template.
  6. Click OK.