{"id":1524,"date":"2022-04-05T12:46:23","date_gmt":"2022-04-05T12:46:23","guid":{"rendered":"https:\/\/etstaging.actsoft.com\/?post_type=ht_kb&#038;p=1524"},"modified":"2025-11-11T15:44:39","modified_gmt":"2025-11-11T15:44:39","slug":"copy-template-create-a-template-from-an-existing-order","status":"publish","type":"ht_kb","link":"https:\/\/workforce.actsoft.com\/training\/knowledge-base\/copy-template-create-a-template-from-an-existing-order\/","title":{"rendered":"Copy Template &#038; Create a Template from an Existing Order"},"content":{"rendered":"<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Encore Copy Template and Create a Template from an Existing Order.mp4\" src=\"https:\/\/player.vimeo.com\/video\/699171584?h=7060da53b3&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<p>Selecting the \u201cCopy Template\u201d option when setting up a recurring order, will copy all the information contained in the template to a new one. Allowing the user to keep or modify the client information, client details, service details and recurrence details.<\/p>\n<p>There is also a possibility to create a new recurring template from an existing order. The new recurring template will keep the same information as the source order.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Selecting the \u201cCopy Template\u201d option when setting up a recurring order, will copy all the information contained in the template to a new one. Allowing the user to keep or modify the client information, client details, service details and recurrence details. There is also a possibility to create a new&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[],"class_list":["post-1524","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-dispatching"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Copy Template &amp; Create a Template from an Existing Order - Encore Knowledge Base<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/workforce.actsoft.com\/training\/knowledge-base\/copy-template-create-a-template-from-an-existing-order\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Copy Template &amp; Create a Template from an Existing Order - Encore Knowledge Base\" \/>\r\n<meta property=\"og:description\" content=\"Selecting the \u201cCopy Template\u201d option when setting up a recurring order, will copy all the information contained in the template to a new one. 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