Duplicate templates and documents

Would you like to create a new template or document similar to an existing one? Then you don’t have to start from scratch. In Docfield, you can easily duplicate an existing template or document. This saves time and helps you work consistently, for example, with the same structure, blocks, or logic.

In this guide, you'll learn how to duplicate a template or document. There are two ways to do this:

1. Duplicating from the dashboard
2. Duplicating from the Document or Template itself

Duplicating from the dashboard

1. Go to the Template or Documents dashboard via the top navigation bar.

2. Find the template or document you want to duplicate.

3. Click the three dots [...] to the right of the name.

4. Select ‘Duplicate’

5. Docfield will automatically create a copy named ‘Duplicate of [name]’. You can edit this name.

6. Click ‘Duplicate’ to confirm.

Duplicating from the Document or Template itself

1. Open the Template or Document.
2. Click the three dots in the top right corner to open the options menu.
3. Select ‘Duplicate’.
4. Optionally, edit the name. You can also change it later via the document or template properties.
5. Click ‘Duplicate’ to complete the duplication.