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 of 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 you changes as needed-> Under attributes-> Change the name of the report 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.