ℹ️ Quick Overview: Clone templates between workspaces to reuse successful document structures, maintain consistency across teams, or create workspace-specific versions.
When to Clone Templates
Template cloning is useful when you need to:
- Expand operations to new regions or teams
- Create workspace-specific versions of standard templates
- Share best practices across your organization
- Backup templates to another workspace
- Customize templates without affecting the original
Prerequisites
- Access to both source and destination workspaces
- Template viewing permission in source workspace
- Template creation permission in destination workspace
- The template must not be locked or archived
How to Clone a Template
- Navigate to Templates in your source workspace
- Find the template you want to clone
- Click the three-dot menu (⋮)
- Select "Clone"
- Choose destination workspace from the dropdown list
- Click "Clone Template" to complete