Copy a Library template

Summary

Learn how to copy an existing Library template in Box+Dice, either from Settings or directly from the Library, to save time and reuse complex formatting.

This article covers:

• How it works
• Copy a template from Settings
• Copy a template from the Library

How it works

Copying an existing Library template is often the quickest way to create a new template, especially when the original includes complex formatting, tables, or structure.

Library templates can be copied in two locations:

• From Settings
• From the Library within Contacts or Properties

Both methods allow you to reuse existing layouts, but they differ in capability and limitations.

Copy a template from Settings

Copying from Settings is best for quickly duplicating templates of the same type.

To copy a template from Settings:

• Go to: Settings
• Select Library Templates
• Click the Copy icon next to the template

• Click Yes to confirm

• Update the template name
• Edit the template as required
• Click Save

Copy a template from the Library

Copying from the Library using source code allows more flexibility and is useful when recreating templates manually.

To copy a template from the Library:

• Go to: Contacts or Properties
• Select the contact or property
• Click Library

• Under Templates, select the template you want to copy
• Click the pencil icon next to Templates

• Click the HTML (Source Code) icon

• Select and copy all source code

• Close the source code window and cancel out of the template
• Select the folder where the new template will be saved
• Click the + icon under Templates

• Enter the template name, type, and page size

• Click Save
• Click the HTML (Source Code) icon

• Paste the copied source code

• Click OK, then Save