Templates don't have the same Copy feature you see on launched opportunities. However, if an Administrator wants to make a copy of an existing template, they can do so by following the steps below.

Note: You don't need to launch the copied template. Once the template is saved as a template, it will be available to select as a template when creating new opportunities.

Step 1: Go to your Manage tab

• Determine if the template you want to copy is listed under “Your Templates,” “Shared Templates,” or
  “Sitewide Templates.” 

Step 2: Click the Create tab and make dropdown box selections

• Template Type: Refer to Step 1, and select the type. 
• Template: Select the specific template you want to copy. 
• Purpose: Select the purpose that most closely aligns with this template.
• Once selections are made, click "Next." 

Step 3: Review all sections

• Although details and other information from the template you selected will populate, you'll need to enter an Internal Submission Deadline date to move forward. Any future date is acceptable.
• Update other areas of the template, if necessary. 

Step 4: Click Finalize button

• In the “Options” dropdown, select “Save As Template.”
• Add the title of the new template, perhaps adding a date to differentiate it from any similar templates. 
• Click the "Finish" button.
• If you choose, you can now share the template: Sharing Templates with other Administrators.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.