Skip to main content

Import From Another Print Template

Written by Jonathan Heilman

Existing print templates can be used to create a new template in one of two ways:

Duplicate - Create a duplicate of an existing print template and then edit it. Full instructions on this method are in Duplicate a Template.

Import - Import the data and layout from an existing template into the template that you're currently working with. Instructions on this method are below.

Begin from an open Custom Print Template, that has already been created and saved. Click Gear > Import Items From Template.

The Import Items box will display and show the templates that can be imported in the dropdown list. The list will only show the templates with the same Document Type as the template that you're working in.

Choose the appropriate template and click Import.

The text and data fields from the chosen template will be imported into the current template.

Make any additional changes to the template, and click Save.


Related Articles

Did this answer your question?