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Knowledge Base

How to Duplicate a Card Template

Step 1: Go to the Card Templates page and click on the “Three Dots” under the ‘More’ column on the preferred template.

Step 2: Click on the “Duplicate Template” button.

Step 3: Select the account name where you want the duplicated template to go. Then enter the new template name and click on the ‘Copy’ button.

Step 4: A confirmation message should appear at the top displaying that the template was successfully duplicated.

That’s all it takes! If you have any questions, don’t hesitate to chat with us or contact us via email.

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