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Spent a lot of time creating a template. Need a second one that requires only minor changes. Don't want to recreate the who thing. Is there a way to copy or save as?
Hi alchemyp95683470,
While sending the Library template for signature, click on "Preview and add fields" checkbox, now on the authoring page you will get a option "Save to Library" just above the "Send" button.
Checkmark that option and hit the "Send" button, save the copy of the Library Template with a new name and you are ready to go.
Regards,
Aadesh
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Hi alchemyp95683470,
While sending the Library template for signature, click on "Preview and add fields" checkbox, now on the authoring page you will get a option "Save to Library" just above the "Send" button.
Checkmark that option and hit the "Send" button, save the copy of the Library Template with a new name and you are ready to go.
Regards,
Aadesh
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What does it mean if this option "Save to Library" just above the "Send" button does not show up? I only have save progress which nothing additional happens when clicked.