Learn how to copy waiver and document templates.
New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
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Manage > Integrations > Popular > Waivers > Create/Edit Template > More > Copy
What more do I need to use this feature?
- A subscription to the appropriate plan (see plan availability above).
- Admin permissions or restricted permissions for Waivers & Documents.
Which Checkfront version supports this feature - classic, new, or both?
- The Waivers & Documents feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Copying a template
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If you have several items or products in your inventory, then you may wish to use a different document template for each one. These templates may be very similar, but perhaps the wording is slightly different.
To copy a document template...
- Open up the template you wish to duplicate and look for the More menu at the bottom right of the page.
- Click on the More link to display additional options.
- Then, click on the Copy option to start the duplication process.
This process creates an exact copy of the template you were working on with the copy open in edit mode.
Notice the template title is the same as before, preceded by Copy of.
Make the changes you need, including updating the title and then click Save to retain your changes and the new copy!
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