There may be times when you need to keep a few variations of the same report or estimate template. Instead of creating each one from scratch, you can choose to duplicate a template and work off that.
Here's what you'll need to do to duplicate your template:
- Go to Daylite-> Preferences-> Report Template-> Select your template-> Click on the gear shaped icon-> Save to Disk
- Save to Desktop under a new name.
- Go to Desktop-> Open up the template-> Make your changes as needed-> Under attributes-> Change the report's name on the right side corner.
- Save the template
- Go to Daylite-> Preferences-> Report Template-> Click on New Template-> Add from Disk to add the new duplicated template.