If you're the admin of multiple organizations, it's possible to duplicate automated templates from one organization to another. This can, for instance, be useful when setting up templates in a corporate group or if you're using Precisely to provide templates to multiple organizations in the capacity of an external legal advisor.
- Click Templates in the top menu and click the template you wish to duplicate,
- When in the desired template's overview, click Copy to another organization in the left-hand menu. A dialogue will appear, which lets you choose the organization to which you want to copy the template. Once you've chosen the right organization, click the blue Copy button to proceed.
PS. Please note that only organizations in which you're an admin will appear as options in the list.