Help CenterHelp for Interfolio Review, Promotion, and Tenure Creating and Managing TemplatesDuplicate a Template to Use as a Starting Point for a New Template

Duplicate a Template to Use as a Starting Point for a New Template

Administrators in Interfolio Review, Promotion & Tenure can copy templates to quickly make a new template from an existing one.

Select "View Cases" on your Interfolio Promotion & Tenure dashboard

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

Click "View Template List" to the right of the screen

Click "Manage Templates" to the right of the screen

This opens the "Templates" page where you will find the templates to which you have access

This opens the Templates page where you will find the templates to which you have access

To edit a template, click the pencil icon

To edit a template, click the pencil icon

Select "Create a Duplicate"

To edit a template, click the pencil icon

You will probably want to change the title and edit the copied template

Note that all aspects of the original template are duplicated and you will need to edit anything you want to change in the new template you have created.

You will probably want to change the title and edit the copied template