Agreement and Funding Wizard

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Copy Template

 
The ‘Copy’ functionality allows an existing Template to be copied and given a new name.  The new Template is then saved to the database.
 
In the ‘Manage Templates’ form select ‘Modify’ for the ‘Action’ and the ‘Template Name’:
 
 
Click ‘Copy’ and enter a unique template name:
 
 
Click ‘Ok’ to copy the selected Template attributes to the new Template Name and the ‘Copy successful’ message will display:
 
 
Refer to section: