Change a Document Template's Location

Transfer a document template from one document location to another.

This process only moves document templates that have been set up using PM Create & Send Templates . If you created document templates outside of the application, you cannot move them using this process until they are set up in PM Create & Send Templates.
  1. Open PM Create & Send Templates and select File > Document Template Transfer.
  2. Select where the document template will be moved from in the Source field. Press F4 to select a document location from a list.
  3. Select where the document template will be moved to in the Destination field. Press F4 to select a document location from a list.
  4. Select the template you would like to move in the list box.
    Note: The list will not include document templates that are saved in both the source and destination document locations. This list will also only include document templates that have been set up in PM Create & Send Templates.
  5. Click Copy when complete to move the selected document templates.