Copy a custom print template

If you plan to modify an existing custom print template, you can easily create a backup copy before you make any changes. This will allow you to restore the backup copy if any problems arise.

To copy a custom print template:

1. In the Business menu, select Settings > Custom Templates.
2. On the Custom Templates screen, Templates tab, select the template you wish to copy.
3. At the bottom of the Edit ... Template screen, click Download Template. The template .docx file is downloaded to your computer.
4. Note the location of the downloaded file so that you can easily find it again.
5. Click Cancel to close the Template Information screen.
6. On the Custom Templates screen, click the New ... button that matches the template type you just downloaded.
7. On the New ... screen, name the backup copy with a suitable name. For example: Quote template backup copy.
8. Click the Choose File button. select the template file you just downloaded and click Open.
9. Save your changes. The .docx file is uploaded and stored in WorkflowMax.