Once we have created a template - can I copy this template and save under a different name and if so how do I do this. ( I have attempted to look for this option under Custom Form Styles but the drop down list only allows me Preview PDF, Rename, Delete and make default)
Can I create a copy of the Standard template (Master) and if so how do I do this
The option to copy a custom or a standard template is unavailable. You’ll need create a separate one for each of your desired name. You can follow the steps provided by my colleague above for each of the form you’ll be creating. This is to avoid the word “Quote” from showing on your new templates.