Clone a stationery template

Stationery templates are set up with your header, logo and footer, then associated with each letter template to produce a complete document for Print, Email or eSign.

To clone a stationery template to suit an individual or set of letters:

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Letters & Stationery Templates
  3. Click the relevant Stationery Template that you wish to copy
  4. The stationery designer opens in a new tab in your browser. Click Clone Template on the toolbar
  5. In the Clone Template window, type the name of your new stationery template, i.e. Letterhead with page numbers
  6. Click OK
  7. Edit the template as required
    For more information on Editing stationery templates, click here
  8. Click Save
  9. Close the stationery designer tab in your browser

Your new Stationery Template appears in the list of Letters and Stationery Templates

 Note

If the stationery designer doesn't open in a new browser tab, your pop-up blockers may be blocking it. Contact your IT team for changes to your pop up blocker settings 

Was this article helpful?
0 out of 0 found this helpful