Copy a document template

Find a template that already exists, and copy the template to be a new template for a similar task. The copied template can then be updated to have different bookmarks, or formatting in the MS Word® file as required.

Getting Started

Who can use it?	Where is it?
Administrator System Administrator	Administration tools > Document Templates

Copy a document template

1. Highlight (don't double click) the row of template to be copied.
2. Click the Copy button in the top toolbar.
3. Type in a new for the template (the name must be unique).
4. Provide a description. This is used by the staff to see why to use each template when creating the documents.
5. Select which office the template is for. (Applies to a multi office enabled Synergy Enterprise license only).
6. Click save .
7. A new template will appear in the list of registered documents.  Edit bookmarks and update the MS Word® layout as required.

Convert to Credit is available only in the Synergy product suite.

Examples

This feature is it copies the existing MS Word® template, the bookmarks and Synergy tables included in the document schedule, and their location in the MS Word® document template.  Update to include extra Synergy bookmarks, or change the text copy or formatting in the MS Word® document and it is ready for use.

Examples of when to use document template copy:

• A letter type document exists with the logo built into it.  Create a copy of the letter document, and add different default letter copy into the MS Word® file so it can be used for different purpose.
• A new invoice format is required for a new client scenario. Copy the existing invoice template, and update the new record until it meets the clients specific request.
• A formatted a simple works template exists, and would like to use this as the basis for a major works template.
• You have an idea for a new template with different bookmarks to be added to a template. Use copy to try out the new layout without disturbing the working template that staff use every day.
• Create a copy of the letter document, and add the logo or address details for another office location into the document. This is required in a multi office setup environment. (Multi office is a Synergy enterprise add-on module).

Convert to credit

Easily turn your invoice into a credit.  Copy an invoice, tick the option Convert to Credit.  This created a copy of the invoice template and bookmarks ready to be easily updated into a credit note. Review the instructions on how to modify an invoice template into a credit note in the following help topic about creating credit note document templates.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: View Topics

Or try reviewing the following Document Templates topics: View Topics

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