Copy a field from the master template to a vendor template

After you've created a master template field, you can add it to any individual vendor template. To do this, follow these steps:

1. Navigate to the Document Journal.

2. Select the document whose associated template you want to add a field to.

3. Select Template > Add Template Field to open the Template Field List.

4. In the list, select the template field that you want to add, and then select OK.

   

The field is now copied from the master template to the vendor template and ready for use:

Video

Watch this video to learn how to add a field from the master template to a vendor template.