Duplicating and reusing templates
There are three ways to reuse work you have already done: duplicate a template inside the org, start from the gallery, or move a template between orgs. This page covers duplicating, and points at the other two.
Duplicate a template
Section titled “Duplicate a template”Duplicating a template from the Library gives you an independent copy that carries everything the original had, not just its layout:
- its source type
- its header and footer content
- its watermark
- the folder it sits in
- its file-name pattern
- its auto-email settings
The copy is a template in its own right with its own name and its own version history, and nothing you do to it touches the original.
Names are unique
Section titled “Names are unique”Template names are unique across the org, case-insensitive. If the name you ask for already exists, the new template lands as <Name> #<last 4 characters of its Id>, for example Invoice #a1B2, and a “Template renamed” toast appears so you can see immediately what happened. Bundle display names are likewise unique, with auto-rename on insert and collision protection on update.
When to duplicate, and when not to
Section titled “When to duplicate, and when not to”| You want to | Do this |
|---|---|
| Make a variant of an existing template in the same org (a PDF-only version carrying a barcode, say) | Duplicate it |
| Start a new document type from a proven layout | Start from the gallery |
| Move a template to another org, or promote it from sandbox to production | Export and import |
| Combine several finished templates into one document | Multi-template bundles |