Copying System Templates
To access templates on Shareworks Startup, click into the Dashboard. Select “Document Management” and click “Templates.”
Locate the template you want to copy, click the three-dot menu, then “Copy to Company.”
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.
Step 2: Select all text and copy.
Step 3: Create a new template (or select an existing template).
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.
Step 5: Press the “Source” button.
Step 6: Paste html into source formatting.
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!”