If you wish to make a duplicate of an existing template for use with a different meeting type category you can eaisly do so following the steps outlined below.


Step 1 - Download the template

Click Manage to enter the template editor


Click Export to download the document (.csv)




Step 2 - Create a New Template


Step 3 - Set the meeting type


Step 4 - Upload the template and then it is ready to be assigned

a. Click Manage on your new template.



b. Click import to upload your template.



c. Upload your template