Cloning a Template

Pinnacle allows you to copy templates to save re-keying of similar data. You can clone a template from an existing template, and then just modify any details that might be different. All the existing details are copied when a template is cloned.

To clone a template:

1. Run the Work Order Module

2. Open the template that you wish to clone.

3. Select Clone from the Templates menu

   OR

   Choose Clone from the popup menu.

   Pinnacle will add a new template with identical details as the selected template. The only change will be the template number.

4. Modify the details for the new template.

5. Choose Save from the Templates menu

   OR

   Choose Save from the popup menu

   OR

   Click the Save toolbar button.