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Settings & System Administrator Manual
Settings FAQ
Can I copy my Document Templates from one Organization to another?
Can I copy my Document Templates from one Organization to another?
Updated over a week ago

Related Questions:

  • Why Isn't my Document Template visible in my other Organization?

Environment:

  • Event Temple Web App

Answer:

Yes. You can use your Multi-Organization Document Template Settings to show the Document Templates Chain-Wide, or move them over to a different Organization within your chain.

  1. Go to your Event Temple Settings by pressing the Settings button in your Navigation bar

  2. Make sure you select your Chain using the Organization picklist at the top of your Event Temple Settings

  3. Click on Templates & Files in your Settings Navigation bar

  4. Press Document Templates

  5. Select the Template you want to move from one Organization to another by pressing the Title of the Document Template

  6. Click on the Action button at the top-right screen, and press Clone. You will be redirected to the Cloned Document

  7. Next to Permission, click on the Organization: X, and select the Organization within your Chain you want this Document to be in.

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