Duplicate Existing Template

1. Navigate to Compliance > Access Certification > Campaign Templates.

2. Select a template from those displayed.

3. Select the menu button on the top right of the selected template.

   The Edit, Duplicate, and Delete options will display.

4. Select Duplicate.

   The Duplicate Template screen displays, and includes the same steps (in order) as the Edit Template screen:

   • General Details
   • Filter Selection
   • Review Process
   • Summary
   • Save

5. Review each step and make any relevant changes.

6. Select Next to proceed to the next step.

7. Select Previous to return to the previous step.

8. An Information pop-up window displays to indicate that the template has been saved successfully.

9. Select Close.

   The duplicated template now displays as the newest template in the Campaign Templates display and has the same name as the original template, with "Copy of" before the name.

Note

If you no longer need a template, you can delete it. However, it is not possible to recover a template that has been deleted.