Duplicate a custom template
You can duplicate an existing custom template to create a new template based on its structure and settings, without starting from scratch.
Steps to duplicate a template
Expand Custom templates.
Find the template you want to duplicate.
Click the three-dot menu (⋮) to the right of the template.
Select Duplicate. The copy appears under Custom templates.
Open the copy, edit it as needed and click Update to save your changes.
Changes to the copy do not affect the original.
Tip
Duplicate a template when you want to create a variation for a different clinical workflow while keeping your original template.