Copying a PDF Template

To copy a PDF Template:

  1. Select the PDF Templates tab.

    Sage People displays the PDF Templates Home page.

  2. Select the PDF Template Name for the Template you wish to copy.

    Sage People displays the PDF Template page.

  3. Select Copy:

    Screenshot: Selecting Copy to make a copy of a PDF template

    Sage People makes a copy of the template and displays the PDF Template page for the copy with the PDF Template Name field selected.

  4. Enter a name for the new Template.

  5. The copy now becomes a new template for you to edit as you wish.

  6. Select Save.