How to copy a document template to another location?

Learn how to quickly transfer a document template to a new location

Amalia avatar
Written by Amalia
Updated over a week ago

Follow these steps to copy a document template from one location to another.

Step 1. Go to the “Settings > Print Templates” page and select the document.

Step 2. Click on the “Source Code” button and copy the entire code in the window that opens.

Step 3. Go to another location and create a new document. Click on the “Source Code” button and paste the previously copied code there. Click “OK” and then “Save”.

Important: groups of documents must be the same, as there are variables that work exclusively in their group.

For example, the variable {Order Number} will not work in the “Sales” document group.

You can always remove a variable that does not work in this group and select the appropriate one from the list on the right.

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