--- title: How do I copy a workflow template? description: Learn how to copy a workflow template, including how to duplicate it across different organizations --- [Skip to content](https://help.precisely.se/en/how-do-i-copy-a-workflow-template#main-content) [![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/) Open main navigation Close main navigation - [Go to preciselycontracts.com](https://preciselycontracts.com/) [Go to preciselycontracts.com](https://preciselycontracts.com/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.precisely.se/en?hsLang=en) 2. [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en) 3. [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates) # How do I copy a workflow template? ## Learn how to copy a workflow template, including how to duplicate it across different organizations You can easily duplicate any [automated workflow template](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en) within the same organization or across 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 or teams as an external legal advisor.     ### How to copy a Workflow template 1. Click **Make a Copy** on the left-hand side of the template overview page ![](https://help.precisely.se/hs-fs/hubfs/undefined-Sep-30-2025-07-29-46-1166-AM.png?width=688&height=398&name=undefined-Sep-30-2025-07-29-46-1166-AM.png) 2. Select the organization where you want to copy the template. You can choose the organization you’re currently logged into or any other organization you belong to. 3. Click the blue **Make a copy** button. ![](https://help.precisely.se/hs-fs/hubfs/undefined-Sep-30-2025-07-32-00-5860-AM.png?width=606&height=362&name=undefined-Sep-30-2025-07-32-00-5860-AM.png) That's it!    ### What parts of the template automation are copied? If included in the template, most automation components are copied along with it. However, for technical and/or compliance reasons, some elements are not copied. See the table below for a full overview: | | **Copied within the same organization** | **Copied to another organization** | | --- | --- | --- | | **Template title** | **✅\*** (*named: Copy of “X”*) | **✅\*** (*named: Copy of “X”*) | | **Template Document** | **✅** | **✅** | | **Template Appendices** | **✅** | **✅** | | **Metadata** | **✅** | **✅** | | **Custom metadata** | **✅** | **✅***\* (only if matching metadata points exist in both organizations)* | | **References and questions** | **✅** | **✅** | | **Formulas** | **✅** | **✅** | | **Preparation Checklist** | **✅** | **✅** | | **Reminders** | **✅** | **❌** | | **Approvers** | **✅** | **❌** | | **Default signees** | **❌** | **❌** | | **Access policy** | **❌***(copied template is always set to “Me and Admins” by default)* | **❌** *(copied template is always set to “Me and Admins” by default)* | | **Archiving** | **✅** | **❌** | ✅ = Copied ❌ = Not copied - [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en) - [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content) - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates) - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references) - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation) - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling) - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation) - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning) - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive) - [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content) - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions) - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation) - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs) - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications) - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication) - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control) - [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content) - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant) - [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content) - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings) - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign) - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing) - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions) - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings) - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information) - [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content) - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api) - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration) - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp) - [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content) - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods) - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations) - [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en) - [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en) [![Chill listening crop-3](https://help.precisely.se/hubfs/Precisely_logo_black.svg "Chill listening crop-3")](https://www.preciselycontracts.com) Precisely's Help Center Copyright © 2025, Precisely AB