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How do I make a copy of the existing layout in Estimates?
Updated on November 30, 2021 05:50AM by Admin
- Log in and access the Estimates app from the universal menu.
- Click on the more icon and select the Settings.
- On the settings page, click on the Customize app and select the Print/Web Layouts.
- Then, click on the create button.
- You will get three options to create a template:
- Start with blank layout - You will get the blank layout where you can customize from scratch.
- Start with default layout - You will get the layout as the default layout with all the attributes added in the default layout.
- Copy from another layout - You can select and get the same layout from the other created layout.
- Click on the create button and select the Copy from another layout.
- You will get the pop up Create Template From Another Template.
- Here, you can select the layout on which you want to copy From Template.
- Enter the Name for the template.
- Then, click on the Next button.
- You will get the Template as same as the selected template.
- Here, you can edit the template as per your requirement.
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