Duplicate a document template

Duplicate a document template

Afin to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu".

Duplicating a document template will save you time when tagging your documents.
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2 practical cases where the Duplicate button will be very useful:
  • Case 1: if you wantreuse the same header and footer and part of the tagged text. Rather than starting a model that is not tagged, reuse aexisting modelwhich is already marked and make the necessary changes.
  • Case 2: if you wantuse your model in another type of document template(e.g. to duplicate a Customer Document as a File Document, to duplicate a fee invoice with fee in an invoice of fees at no cost where you will just remove a line on the document,...)

To duplicate a model:

  • Go to your settings
  • Click onModels of document
  • Click on theOrange button of the model to duplicate

  • Your model is duplicated: you will find it at the bottom of the list of all your models. This model bears the name of the original model and with the word "copy" at the end

Ex: Fee invoice in the package => Fee invoice in the copy package

Do not forget torename your modelif necessary.


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