How do you Duplicate a Daylite Template?

There may be times when you need to keep a few variations of the same report or estimate template. Instead of creating each one from scratch, you can choose to duplicate a template and work off of that.

Here's what you'll need to do to duplicate your template:

  1. Go to Daylite-> Preferences-> Report Template-> Select your template-> Click on the gear shaped icon-> Save to Disk
  2. Save to Desktop under a new name
  3. Go to Desktop-> Open up the template-> Make you changes as needed-> Under attributes-> Change the name of the report on the right side corner
  4. Save the template
  5. Go to Daylite-> Preferences-> Report Template-> Click on New Template-> Add from Disk to add the new duplicated template.

Was this article helpful?


Thanks for your feedback


 please wait...
 

Still can't find what you're looking for?