Copy an Existing Checklist Template

You can use the WF Checklist Template Copy form to make a copy of an existing checklist template. Once you copy a template, you can make any necessary changes to the new template.

  1. Find the template to copy in WF Checklist Template.
  2. Select File > Copy Template. The WF Checklist Template Copy form displays.
  3. Enter a name for the new template in the New Template Name field.
  4. Click Copy. The WF Checklist Template copy form closes and the system creates a copy of the original template with the new name.
  5. Use WF Checklist Template to modify the new template as necessary.