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Publish, duplicate, archive and restore templates

LiveFor: AdminAccess: Admin

Keep the template list clean.

Open a template and press Template options.

The Template options menu open on a template, with Publish, Duplicate template, Archive, Rename and Delete.
Template options.
  • Publish: make it available for new work. Until then it is a Draft.
  • Duplicate template: copy it as a starting point for a similar one.
  • Archive: hide it from the list without deleting it; it moves to Archived.
  • Restore: bring an archived template back.
  • Delete: remove it.

The templates list’s row menu also has Duplicate and Archive or Restore.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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