ACCESS > How can I create a template copy?

Copying a Template

Sometimes you need to duplicate a template. You might be editing just a few details for a specific case, or making a similar process. We'll go through the steps here!

1

Open your Library. You'll be able to see all your templates here. 

2

Click the 'Edit' button  to open the 'Config' option.

3

Hit Duplicate to create a copy of your selected template!

When you create a duplicate, it will be named COPY OF - [template name].

Edit the name if desired. You can also edit the template components.

* Please note that tags, step webhooks, and template webhooks do  not copy from the original. Additionally, the form field alias and step alias will be unique to the duplicated template. This is critical for setting up integrations.