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You are here: Home → Setting Up Bill Templates → Cloning a Useful Template
 

Cloning a Useful Template

The primary benefit of the bill template cloning or 'Copy' option is that an existing template that is 'close' to being the ideal template can be copied and then edited without disturbing the original template (which may still be in use).

Cloning Procedure:

  1. Select an existing template to be duplicated.
  2. Right-click to bring up context menu. 

    clone09-1.jpg
  3. Select Copy. The Copy Template window will open. 

    clone09-2.jpg

    NOTE:     If the Template Node is selected, only the most recent template version is copied. If a specific template version is selected, only that version will be copied.
  4. Input the new Code, Display Name and Efective Date for the new template.
  5. Click OK to close the Copy Template window. The new template will be created and displayed in the Template Manager Tree View.

 

See Also: Exporting and Importing Bill Templates

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