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

Learn how to copy a template from one organization to another

As an admin user, you can duplicate copies of automated templates between your different organizations. This can be useful when setting up templates in a corporate group, or when you're using Precisely to provide templates to multiple organizations as an external legal advisor. 

To copy a template from one 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.

What exact parts of the template automation are being copied?

If included in the template, the following parts are copied together with the template:

✅ Template Document

✅ Template Appendices

✅ Metadata for template documents and uploaded files

✅ References and questions

✅ Formulas

✅ Preparation Checklist

For technical and/or compliance reasons, the following parts do not get copied:

❌ Reminders for template documents or uploaded files

❌ Custom metadata points

❌ Approvers

❌ Default signees

❌ Access policy (the copied template always is set to "Me and Admins" as default)

❌ Archiving folder

❌ Template title (the original title of the template won't be automatically applied or auto-filled, but a user must manually name a template before copying it)