How do I copy an existing Workflow template on Capshare?

Copying System Templates

To access templates on Capshare, click into the Dashboard. Select “Workflow” and click “Templates.”

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Locate the template you want to copy, click the three-dot menu, then “Copy to Company.”

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That’s it! You should see a message at the bottom of your screen stating “The system template <Template Name> was copied as ‘Copy of <Template Name>’.” That template should now show up under Company Templates and will allow you to edit it.

Copying Company Templates

Step 1: Open the original and press the “source” button.

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Step 2: Select all text and copy.

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Step 3: Create a new template (or select an existing template).

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Step 4: Select the appropriate template type. Typically it should match the type you’re copying.

NOTE: You must select the “Certificate” type if you’d like to adjust the orientation from Portrait to Landscape.

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Step 5: Press the “Source” button.

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Step 6: Paste html into source formatting.

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Step 7: Click “Source” again to be taken back to the main editor. Add mail-merge fields (called “tags”) and make any final adjustments to content or formatting.

Step 8: Don’t forget to press “Save!”

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