Once a template has been built, users can clone them with the click of a button.

When a template is cloned, all of the following are cloned with it:

  • All inputs created
  • All rules or conditionals added to an input
  • All formatting added to an input
  • The source file

How to Clone a Template:

  • Once a template has been created and saved, the option ‘Clone a Template’ will appear.
  • Click Clone a Template. After a moment or two, a success message will appear.


How to Access a Cloned Template

  • From the Template Builder screen, select ‘Edit Template
  • The cloned template will have the same name as the original with ‘-Clone’ added to the end
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