Edition: Professional, Business, Enterprise
User-level: Assistant System Administrator, System administrator
Previous steps: Document templates overview
Synergy allows you to duplicate existing document templates. This can be especially helpful if you want to use the same formatting for templates but for different offices, industries or clients.
How to copy an existing document template
Organisation dropdown > settings > templates > document templates
Select 'Create' in the top right corner.
Choose the type of template you want to copy .
Select the 'Copy document' dropdown and select the template you want to copy
Click Create
Rename the new template and amend any other details.
Save your changes.