Saving an Advanced Template

When saving an advanced template, you have the following options:

Creating a Copy of an Advanced Template

If you want to use an existing customized advanced template as the basis for a new template, you can use the Save As button to save a template under another name.

  1. On the Advanced PDF/HTML Template List page, click Edit next to the template that you want to copy.

  2. The Template editor appears. Click Template Setup and name the new template. For more information, see Template Setup Window.

  3. Click Save.

  4. In the template editor, click Save As to save the new template.

Sample advanced template with the Save As button outlined in red.

Saving Your Template and Continuing to Make Edits

If you want to save your progress but continue making further edits, click Save & Edit. A message will appear to let you know whether your template's been saved successfully.

Sample advanced template with Save & Edit outlined in red.

Template Errors When Saving

After clicking Save, Save As, or Save & Edit, if your template contains errors, an error message appears, and you're asked if you want to submit anyway. Choose from the following options:

  • To override the error and save the template, click Save. The template is saved. Sometimes a template may work in production even if it fails validation.

  • To cancel the save and fix the error, click Cancel. The template isn't saved, and you go back to edit mode to fix any issues.

Related Topics

General Notices