Cloning Certificate Templates Across Locations

Knowledge Base Article

Cloning Certificate Templates Across Locations

Modified on: Thu, 27 Feb, 2025 at 10:06 AM

Overview

Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows cloning for up to three locations at a time while ensuring all associated elements are transferred seamlessly.

Key Highlights:

✔ Clone certificate templates across multiple locations (up to 3 at a time).
✔ Automatically migrates all media files and images associated with the template.
✔ Retains all template configurations and version history.
✔ Option to clone within the same location as well.

How to Clone a Certificate Template

  1. Navigate to:

    • Go to Memberships > Certificates.
  2. Initiate Cloning:

    • Click on the three-dots (⋮) next to the template you want to clone.
    • Select Clone from the menu.
  3. Configure Cloning Settings:

    • Edit the Template Name (if needed).
    • Select the locations where you want to clone the template (up to 3 locations).
  4. Complete the Process:

    • Confirm your selection, and the system will replicate the template along with all media files, configurations, and version history.

Note:
You can also clone a certificate template within the same location if needed.

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