Template Actions

From the main template list, each template includes an action menu with options for managing your paperwork templates.

• Edit: Open the template to update its content, fields, settings, or sending options.
• Duplicate: Create a copy of the template. Copies can be saved to your personal business or to a team where you have Owner access.
• Archive: Remove the template from the active template list without permanently deleting it. Archived templates can be restored later if needed.