How do I copy a template from one organization to another?

Learn how to copy a template from one organization to another

If you’re an admin of multiple organizations, you can duplicate automated templates between them. This can be useful when setting up templates in a corporate group or if you're using Precisely to provide templates to multiple organizations as an external legal advisor. 


To copy a template from an organization to another, simply

  1. Click Templates in the top menu and choose the template you wish to duplicate, 

  2. Click Copy to another organization in the left-hand menu,  

  3. Choose the organization that you want to copy the template to and click the blue Copy button.

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Note: The user copying the template between organizations needs to be an admin of both organizations.