PM Copy Document Template Form

Use the PM Copy Document Template form to create a new document template using an existing document template.

For example, you can copy a standard document template and then use the copy as a starting point for creating your own template.

Note: Your company's Vista deployment method affects which actions you should take on this page. Your deployment method is shown at the bottom of the Main Menu in the status bar.

Copy a Document Template

PM Create & Send Templates Form