Feb 13, 2025
To copy an existing System Tickler Template follow the steps below:
- Mouse over Documents > Click Ticklers > Click Templates
- Set the Filter to System
- Decide which Tickler Template you'd like to Copy.
- Click on the Paper icon located to the left of the Tickler Template Name. Note the Template Name.
- Once you click on the paper icon, the template is automatically copied.
- Change your filter to Non-System and search for the document you copied (the name of the Template copied will end in (Copied)). For example 2 Year Anniversary System Template (Copied).
- Once Copied, you may click on the Template Name and Change the Name. Don't forget to click on Save!