How do you Duplicate a Daylite Template? How do you Duplicate a Daylite Template?

How do you Duplicate a Daylite Template?

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:

  1. Go to Daylite-> Preferences-> Report Template-> Select your template-> Click on the gear shaped icon-> Save to Disk
  2. Save to Desktop under a new name.
  3. Go to Desktop-> Open up the template-> Make your changes as needed-> Under attributes-> Change the report's name on the right side corner.
  4. Save the template
  5. Go to Daylite-> Preferences-> Report Template-> Click on New Template-> Add from Disk to add the new duplicated template.