Is there a way to move a document from one template to another? I have essentially created two templates with multiple documents in each and would like to combine them into one template.

Question

Is there a way to move a document from one template to another?  I have essentially created two templates with multiple documents in each and would like to combine them into one template.

Community Expert · Accepted Answer

Here is what you can do, send both Templates together under the same envelope, then after that envelope completes go to the right side action menu of the envelope and choose the option "Save as Template". Basically this would now create a Template that combines the two.

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