Creating a New Template by Duplicating an Existing Template

Prerequisites

• Only BP Admins and Managers can create or duplicate templates.

Steps

1. Go to the Bid Packages workspace.
2. In the left menu, go to Library → Templates.
3. Select the checkbox next to the template you want to duplicate.
4. In the top-right corner of the template screen, click Actions.
5. Select Duplicate or
   You can duplicate a template from template preview screen, click template to open its preview screen and click Actions → Duplicate.
6. In the Duplicating a Template window, enter a new name for the Template.
7. Click Duplicate.
8. New template gets created and it opens the template preview screen. The new template includes all line item content and the content structure as the source template from where it was duplicated.
9. Add new items, edit existing items, or remove items as needed, then save your changes to finalize your new template.
   Once your template is ready, you can publish it, so that it can be used as a starting point for your new bid package documents.

⚠️ Note: 

• Updating the duplicated template does not change the original template.

BP-046