How do I create a new template that is similar to an existing template?
Click on the Documents button on any of the Matter, Invoice, Receipts etc windows. Highlight the template that you would like to copy, and then click on the Templates button and then click on the Copy Template button. It will ask you what you want to call the template, and then it will bring up the template in its raw form ready to be edited. You can then make the necessary changes.
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