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
- Click Templates in the top menu and choose the template you wish to duplicate,
- Click Copy to another organization in the left-hand menu,
- Choose the organization that you want to copy the template to and click the blue Copy button.
Note: The user copying the template between organizations needs to be an admin of both organizations.