If you have an existing document template that you would like to copy to a new one, the following steps will guide you through the process.
- Go to Menu > Settings > Practice Setup > Document Templates from the sidebar menu.
- Click the Edit pencil icon to edit the template you want to copy.
- Go to the Tools menu and select Source code.
- Ctrl + A to select all of the text.
- Right-Click > Copy (Ctrl + C) to copy the highlighted text to the clipboard.
- Click Cancel to close the Source Code window.
- Click on the link Back to List to go back to the Document Template list.
- Click on Add a New Document Template to create a new one.
- In the new template go to the Tools menu and select Source code.
- Place your cursor in the window and Right-Click > Paste (Ctrl + V) to paste the text.
- Click OK to save the changes to the Source code window.
- Give the template a Name and then Save.