The best way to duplicate a document for another client is by creating a "Document Template". Please follow the steps below to create a template from your document.

Step 1: Navigate to the document which you would like to import as a template

Step 2: Enter the name for the Document template

Step 3: Click on "Export as Template".

Once you create your template, you can use it on the new document page to create documents that are exactly duplicate of the document that you started with for different clients.

If you have any questions regarding the template, please drop us an email at [email protected]

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